iShares Russell 2000 Index shares owned by Viewpoint Capital Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Viewpoint Capital Management
from 13F filings
Historical chart of Viewpoint Capital Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Viewpoint Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Viewpoint Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 11k | 241.96 |
| 2025-06-30 | $2.2M | 10k | 215.79 |
| 2025-03-31 | $2.0M | 9.9k | 199.49 |
| 2024-12-31 | $1.8M | 8.2k | 220.96 |
| 2024-09-30 | $1.3M | 6.1k | 220.33 |
| 2024-06-30 | $704k | 3.5k | 202.89 |
| 2024-03-31 | $730k | 3.5k | 210.30 |
| 2023-12-31 | $569k | 2.8k | 200.71 |
| 2023-09-30 | $443k | 2.5k | 176.74 |
| 2023-06-30 | $441k | 2.4k | 187.27 |
| 2023-03-31 | $54k | 300 | 178.40 |
| 2022-12-31 | $52k | 300 | 174.36 |
More positions owned by Viewpoint Capital Management
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