Vista Finance’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 | $887K | Sell |
4,111
-257
| -6% | -$55.5K | 0.76% | 18 |
|
|
2025
Q1 | $871K | Buy |
4,368
+1,634
| +60% | +$326K | 0.76% | 20 |
|
|
2024
Q4 | $604K | Buy |
+2,734
| New | +$604K | 0.62% | 22 |
|
|
2022
Q1 | – | Sell |
-1,005
| Closed | -$224K | – | 71 |
|
|
2021
Q4 | $224K | Buy |
+1,005
| New | +$224K | 0.23% | 83 |
|