Yost Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Yost Capital Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$985K	Sell	4,000 -21,310	-84%	-$5.24M	1.43%	12
2025 Q3	$6.12M	Buy	25,310 +3,533	+16%	+$811K	7.44%	7
2025 Q2	$4.7M	Buy	21,777 +1,077	+5%	+$217K	6.44%	9
2025 Q1	$4.13M	Sell	20,700 -30,100	-59%	-$6.53M	6.34%	9
2024 Q4	$11.2M	Sell	50,800 -36,800	-42%	-$8.39M	12.47%	2
2024 Q3	$19.3M	Buy	87,600 +83,000	+1,804%	+$17.8M	20%	1
2024 Q2	$933K	Buy	+4,600	New	+$930K	1.56%	15
2021 Q2	–	Sell	-19,000	Closed	-$4.2M	–	10
2021 Q1	$4.2M	Sell	19,000 -1,000	-5%	-$218K	5.59%	7
2020 Q4	$3.92M	Buy	+20,000	New	+$3.5M	5%	8

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Yost Capital Management's IWM Position: Q4 2025 in Review

Yost Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 84% in Q4 2025, selling an estimated $5.24M and leaving 4,000 shares worth $985K. The position accounts for 1.43% of the portfolio, ranked #12.

Yost Capital Management first reported a position in IWM in Q4 2020 and has held it in 9 quarters since. The position peaked at $19.3M in Q3 2024. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Yost Capital Management held 4,000 shares of iShares Russell 2000 ETF worth $985K as of Q4 2025.
Yost Capital Management sold 21,310 iShares Russell 2000 ETF shares in Q4 2025, an estimated $5.24M.
iShares Russell 2000 ETF made up 1.43% of Yost Capital Management's portfolio in Q4 2025, its #12 holding.
Yost Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 9 quarters since.
Yost Capital Management's iShares Russell 2000 ETF position peaked at $19.3M in Q3 2024.
2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Yost Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.