Vickerman Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Sell
2025
Q2
$366K Sell
2025
Q1
$391K Sell
2024
Q4
$441K Sell
2024
Q3
$442K Sell
2024
Q2
$415K Sell
2024
Q1
$435K Sell
2023
Q4
$419K Sell
2023
Q3
$438K Sell
2023
Q2
$471K Sell
2023
Q1
$468K Sell
2022
Q4
$463K Sell
2022
Q3
$471K Hold
2022
Q2
$484K Sell
2022
Q1
$526K Sell
2021
Q4
$644K Sell
2021
Q3
$674K Buy