Vision Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
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|
2025
Q1 | $2.7M | Sell |
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|
2024
Q4 | $2.99M | Sell |
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|
2024
Q3 | $3M | Sell |
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|
2024
Q2 | $2.76M | Sell |
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|
2024
Q1 | $2.87M | Sell |
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|
2023
Q4 | $2.74M | Sell |
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|
2023
Q3 | $2.44M | Hold |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $2.65M | Hold |
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|
2022
Q3 | $2.5M | Sell |
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|
2022
Q2 | $2.62M | Hold |
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|
2022
Q1 | $3.17M | Hold |
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|
2021
Q4 | $3.44M | Buy |
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|
2021
Q3 | $3.37M | Hold |
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|
2021
Q2 | $3.53M | Buy |
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|
2021
Q1 | $3.4M | Sell |
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|
2020
Q4 | $3.03M | Buy |
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|
2020
Q3 | $2.3M | Hold |
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|
2020
Q2 | $2.2M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Hold |
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|
2018
Q2 | $207K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $224K | Hold |
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|
2017
Q3 | $218K | Sell |
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|
2017
Q2 | $260K | Sell |
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|
2017
Q1 | $366K | Buy |
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|
2016
Q4 | $330K | Buy |
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|
2016
Q3 | $273K | Sell |
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|
2016
Q2 | $261K | Hold |
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|
2016
Q1 | $251K | Sell |
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|
2015
Q4 | $259K | Hold |
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|
2015
Q3 | $251K | Sell |
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|
2015
Q2 | $289K | Sell |
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|
2015
Q1 | $291K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $255K | Buy |
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|
2014
Q2 | $201K | Buy |
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