VisionPoint Advisory Group’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
Q3 | $775K | Hold |
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|
2025
Q2 | $691K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $6.09K | Sell |
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|
2024
Q1 | $8.41K | Sell |
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|
2023
Q4 | $11K | Sell |
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|
2023
Q3 | $23.9K | Buy |
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|
2023
Q2 | $17.8K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $889K | Sell |
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|
2019
Q4 | $1.31M | Hold |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $1.2M | Buy |
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