VCM
IWM icon

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

Vigilant 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
2022
Q4 		– Sell
-175
Closed -$29K – 532
2022
Q3 		$29K Buy
175
+116
+197% +$21.2K ﹤0.01% 341
2022
Q2 		$10K Buy
+59
New +$10.9K ﹤0.01% 442
2020
Q1 		– Sell
-300
Closed -$50K – 382
2019
Q4 		$50K Hold
300
– – 0.01% 284
2019
Q3 		$45K Hold
300
– – 0.01% 258
2019
Q2 		$47K Sell
300
-137
-31% -$21.1K 0.01% 250
2019
Q1 		$67K Sell
437
-953
-69% -$143K 0.01% 217
2018
Q4 		$186K Sell
1,390
-380
-21% -$56.7K 0.03% 125
2018
Q3 		$298K Buy
1,770
+330
+23% +$55.7K 0.04% 108
2018
Q2 		$236K Sell
1,440
-1,755
-55% -$281K 0.03% 108
2018
Q1 		$485K Buy
3,195
+8
+0.3% +$1.24K 0.07% 79
2017
Q4 		$486K Buy
3,187
+2,592
+436% +$389K 0.06% 88
2017
Q3 		$88K Buy
595
+250
+72% +$35.2K 0.01% 145
2017
Q2 		$49K Hold
345
– – 0.01% 166
2017
Q1 		$47K Sell
345
-100
-22% -$13.7K 0.01% 165
2016
Q4 		$60K Hold
445
– – 0.01% 152
2016
Q3 		$55K Hold
445
– – 0.01% 166
2016
Q2 		$51K Hold
445
– – 0.01% 160
2016
Q1 		$49K Hold
445
– – 0.01% 146
2015
Q4 		$50K Sell
445
-175
-28% -$20.2K 0.01% 161
2015
Q3 		$68K Sell
620
-665
-52% -$78.8K 0.01% 143
2015
Q2 		$160K Hold
1,285
– – 0.03% 120
2015
Q1 		$160K Buy
1,285
+65
+5% +$7.83K 0.03% 117
2014
Q4 		$146K Sell
1,220
-274
-18% -$31.3K 0.03% 127
2014
Q3 		$163K Sell
1,494
-270
-15% -$30.9K 0.04% 99
2014
Q2 		$210K Buy
1,764
+344
+24% +$39.1K 0.05% 86
2014
Q1 		$165K Buy
1,420
+100
+8% +$11.5K 0.04% 93
2013
Q4 		$152K Buy
1,320
+920
+230% +$102K 0.04% 100
2013
Q3 		$43K Hold
400
– – 0.01% 136
2013
Q2 		$39K Buy
+400
New +$38.2K 0.01% 147

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vigilant Capital Management's IWM Position: Q4 2022 in Review

Vigilant Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 175 shares — an estimated $29K sold.

Vigilant Capital Management first reported a position in IWM in Q2 2013 and held it in 29 quarters. The position peaked at $486K in Q4 2017. 1,986 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Vigilant Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • Vigilant Capital Management sold 175 iShares Russell 2000 ETF shares in Q4 2022, an estimated $29K.
  • Vigilant Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 29 quarters.
  • Vigilant Capital Management's iShares Russell 2000 ETF position peaked at $486K in Q4 2017.
  • 1,986 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Vigilant Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.