VIA
Vickerman Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
1,698
-262
| -13% | -$56.5K | 0.08% | 69 |
|
|
2025
Q1 | $391K | Sell |
1,960
-34
| -2% | -$6.78K | 0.09% | 70 |
|
|
2024
Q4 | $441K | Sell |
1,994
-8
| -0.4% | -$1.77K | 0.12% | 56 |
|
|
2024
Q3 | $442K | Sell |
2,002
-45
| -2% | -$9.94K | 0.13% | 54 |
|
|
2024
Q2 | $415K | Sell |
2,047
-20
| -1% | -$4.06K | 0.13% | 54 |
|
|
2024
Q1 | $435K | Sell |
2,067
-21
| -1% | -$4.42K | 0.14% | 55 |
|
|
2023
Q4 | $419K | Sell |
2,088
-392
| -16% | -$78.7K | 0.14% | 55 |
|
|
2023
Q3 | $438K | Sell |
2,480
-33
| -1% | -$5.83K | 0.18% | 57 |
|
|
2023
Q2 | $471K | Sell |
2,513
-110
| -4% | -$20.6K | 0.18% | 58 |
|
|
2023
Q1 | $468K | Sell |
2,623
-31
| -1% | -$5.53K | 0.18% | 57 |
|
|
2022
Q4 | $463K | Sell |
2,654
-202
| -7% | -$35.2K | 0.21% | 61 |
|
|
2022
Q3 | $471K | Hold |
2,856
| – | – | 0.23% | 60 |
|
|
2022
Q2 | $484K | Sell |
2,856
-24
| -0.8% | -$4.07K | 0.23% | 62 |
|
|
2022
Q1 | $526K | Sell |
2,880
-14
| -0.5% | -$2.56K | 0.23% | 62 |
|
|
2021
Q4 | $644K | Sell |
2,894
-188
| -6% | -$41.8K | 0.26% | 57 |
|
|
2021
Q3 | $674K | Buy |
+3,082
| New | +$674K | 0.27% | 60 |
|