Vise Technologies’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 | $577K | Buy |
+2,676
| New | +$577K | 0.02% | 585 |
|
|
2024
Q4 | $661K | Buy |
2,991
+1,668
| +126% | +$369K | 0.06% | 349 |
|
|
2024
Q3 | $292K | Buy |
+1,323
| New | +$292K | 0.04% | 457 |
|
|
2022
Q3 | – | Sell |
-1,730
| Closed | -$293K | – | 324 |
|
|
2022
Q2 | $293K | Sell |
1,730
-15,590
| -90% | -$2.64M | 0.11% | 201 |
|
|
2022
Q1 | $3.56M | Sell |
17,320
-49,614
| -74% | -$10.2M | 1.34% | 15 |
|
|
2021
Q4 | $14.9M | Buy |
+66,934
| New | +$14.9M | 4.03% | 4 |
|