Virtue 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 | – | Sell |
-2,266
| Closed | -$452K | – | 380 |
|
|
2025
Q1 | $452K | Buy |
+2,266
| New | +$452K | 0.05% | 279 |
|
|
2021
Q1 | – | Sell |
-5,655
| Closed | -$1.11M | – | 296 |
|
|
2020
Q4 | $1.11M | Buy |
+5,655
| New | +$1.11M | 0.27% | 114 |
|
|
2019
Q1 | – | Sell |
-1,809
| Closed | -$242K | – | 119 |
|
|
2018
Q4 | $242K | Sell |
1,809
-2,437
| -57% | -$326K | 0.11% | 69 |
|
|
2018
Q3 | $716K | Buy |
+4,246
| New | +$716K | 0.15% | 158 |
|
|
2018
Q2 | – | Sell |
-725
| Closed | -$113K | – | 328 |
|
|
2018
Q1 | $113K | Sell |
725
-1,575
| -68% | -$245K | 0.06% | 220 |
|
|
2017
Q4 | $351K | Buy |
+2,300
| New | +$351K | 0.2% | 133 |
|