Viewpoint Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.16M | Sell |
45,362
-205
| -0.4% | -$32.3K | 3.51% | 5 |
|
|
2025
Q1 | $6.88M | Buy |
45,567
+2,783
| +7% | +$420K | 3.7% | 5 |
|
|
2024
Q4 | $7.02M | Buy |
42,784
+3,177
| +8% | +$522K | 3.69% | 6 |
|
|
2024
Q3 | $6.59M | Buy |
39,607
+4,353
| +12% | +$724K | 3.68% | 5 |
|
|
2024
Q2 | $5.37M | Buy |
35,254
+1,231
| +4% | +$187K | 3.29% | 6 |
|
|
2024
Q1 | $5.4M | Buy |
34,023
+835
| +3% | +$133K | 3.43% | 8 |
|
|
2023
Q4 | $5.16M | Buy |
33,188
+1,367
| +4% | +$212K | 3.6% | 4 |
|
|
2023
Q3 | $4.31M | Buy |
31,821
+357
| +1% | +$48.4K | 3.45% | 5 |
|
|
2023
Q2 | $4.43M | Buy |
31,464
+4,470
| +17% | +$629K | 3.43% | 6 |
|
|
2023
Q1 | $3.7M | Buy |
26,994
+2,995
| +12% | +$410K | 3.32% | 5 |
|
|
2022
Q4 | $3.33M | Buy |
23,999
+4,875
| +25% | +$676K | 3.22% | 4 |
|
|
2022
Q3 | $2.98M | Sell |
19,124
-5,475
| -22% | -$853K | 2.95% | 6 |
|
|
2022
Q2 | $3.35M | Buy |
24,599
+8,279
| +51% | +$1.13M | 3.14% | 6 |
|
|
2022
Q1 | $2.63M | Buy |
16,320
+2,055
| +14% | +$332K | 2.03% | 15 |
|
|
2021
Q4 | $2.37M | Buy |
+14,265
| New | +$2.37M | 1.72% | 17 |
|