Viewpoint Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
10,063
+175
| +2% | +$37.8K | 1.07% | 28 |
|
|
2025
Q1 | $1.97M | Buy |
9,888
+1,731
| +21% | +$345K | 1.06% | 28 |
|
|
2024
Q4 | $1.8M | Buy |
8,157
+2,035
| +33% | +$450K | 0.95% | 28 |
|
|
2024
Q3 | $1.35M | Buy |
6,122
+2,650
| +76% | +$584K | 0.75% | 33 |
|
|
2024
Q2 | $704K | Hold |
3,472
| – | – | 0.43% | 49 |
|
|
2024
Q1 | $730K | Buy |
3,472
+635
| +22% | +$134K | 0.46% | 49 |
|
|
2023
Q4 | $569K | Buy |
2,837
+332
| +13% | +$66.6K | 0.4% | 52 |
|
|
2023
Q3 | $443K | Buy |
2,505
+150
| +6% | +$26.5K | 0.35% | 54 |
|
|
2023
Q2 | $441K | Buy |
2,355
+2,055
| +685% | +$385K | 0.34% | 54 |
|
|
2023
Q1 | $53.5K | Hold |
300
| – | – | 0.05% | 99 |
|
|
2022
Q4 | $52.3K | Buy |
+300
| New | +$52.3K | 0.05% | 97 |
|