Vista Capital Partners’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 | $914K | Hold |
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|
2025
Q2 | $815K | Hold |
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|
2025
Q1 | $753K | Hold |
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|
2024
Q4 | $835K | Hold |
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|
2024
Q3 | $834K | Buy |
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|
2024
Q2 | $633K | Hold |
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|
2024
Q1 | $656K | Hold |
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|
2023
Q4 | $626K | Hold |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $825K | Hold |
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|
2023
Q1 | $786K | Buy |
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|
2022
Q4 | $544K | Hold |
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|
2022
Q3 | $515K | Hold |
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|
2022
Q2 | $529K | Hold |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $880K | Hold |
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|
2021
Q3 | $866K | Buy |
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|
2021
Q2 | $301K | Buy |
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|
2021
Q1 | $254K | Sell |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $275K | Hold |
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|
2020
Q2 | $263K | Buy |
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|
2020
Q1 | $210K | Sell |
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|
2019
Q4 | $478K | Sell |
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|
2019
Q3 | $498K | Buy |
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|
2019
Q2 | $449K | Buy |
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|
2019
Q1 | $441K | Hold |
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|
2018
Q4 | $386K | Sell |
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|
2018
Q3 | $503K | Buy |
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|
2018
Q2 | $456K | Sell |
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|
2018
Q1 | $423K | Sell |
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|
2017
Q4 | $443K | Buy |
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|
2017
Q3 | $340K | Hold |
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|
2017
Q2 | $323K | Hold |
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|
2017
Q1 | $315K | Hold |
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|
2016
Q4 | $309K | Buy |
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|
2016
Q3 | $246K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $258K | Hold |
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|
2014
Q1 | $253K | Hold |
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|
2013
Q4 | $251K | Hold |
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|
2013
Q3 | $232K | Hold |
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|
2013
Q2 | $211K | Buy |
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