Visionary Wealth Advisors’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 | $2.82M | Sell |
13,076
-521
| -4% | -$112K | 0.14% | 160 |
|
|
2025
Q1 | $2.71M | Buy |
13,597
+136
| +1% | +$27.1K | 0.16% | 146 |
|
|
2024
Q4 | $2.97M | Buy |
13,461
+530
| +4% | +$117K | 0.17% | 134 |
|
|
2024
Q3 | $2.86M | Buy |
12,931
+1,076
| +9% | +$238K | 0.17% | 132 |
|
|
2024
Q2 | $2.41M | Sell |
11,855
-91
| -0.8% | -$18.5K | 0.16% | 147 |
|
|
2024
Q1 | $2.51M | Sell |
11,946
-134
| -1% | -$28.2K | 0.17% | 146 |
|
|
2023
Q4 | $2.42M | Buy |
12,080
+547
| +5% | +$110K | 0.18% | 138 |
|
|
2023
Q3 | $2.04M | Buy |
11,533
+43
| +0.4% | +$7.6K | 0.17% | 142 |
|
|
2023
Q2 | $2.15M | Sell |
11,490
-26
| -0.2% | -$4.87K | 0.17% | 133 |
|
|
2023
Q1 | $2.05M | Sell |
11,516
-131
| -1% | -$23.4K | 0.17% | 126 |
|
|
2022
Q4 | $2.03M | Sell |
11,647
-510
| -4% | -$88.9K | 0.19% | 117 |
|
|
2022
Q3 | $2.01M | Buy |
12,157
+107
| +0.9% | +$17.6K | 0.21% | 109 |
|
|
2022
Q2 | $2.04M | Buy |
12,050
+760
| +7% | +$129K | 0.18% | 119 |
|
|
2022
Q1 | $2.32M | Sell |
11,290
-211
| -2% | -$43.3K | 0.19% | 116 |
|
|
2021
Q4 | $2.56M | Buy |
11,501
+699
| +6% | +$155K | 0.21% | 105 |
|
|
2021
Q3 | $2.36M | Buy |
10,802
+684
| +7% | +$150K | 0.24% | 95 |
|
|
2021
Q2 | $2.32M | Sell |
10,118
-6,333
| -38% | -$1.45M | 0.23% | 99 |
|
|
2021
Q1 | $3.64M | Buy |
16,451
+4,240
| +35% | +$937K | 0.38% | 70 |
|
|
2020
Q4 | $2.39M | Buy |
12,211
+1,638
| +15% | +$321K | 0.27% | 88 |
|
|
2020
Q3 | $1.58M | Buy |
10,573
+8,174
| +341% | +$1.22M | 0.22% | 94 |
|
|
2020
Q2 | $344K | Buy |
2,399
+469
| +24% | +$67.3K | 0.05% | 168 |
|
|
2020
Q1 | $221K | Sell |
1,930
-309
| -14% | -$35.4K | 0.04% | 182 |
|
|
2019
Q4 | $371K | Buy |
+2,239
| New | +$371K | 0.07% | 146 |
|