Ownership history in Viewpoint Capital Management LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Viewpoint Capital Management LLC reported a position in ISHARES TR (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,772 | +918 | +8.5% | 1.26% | $2.9M | $245.72 |
| 2025 Q3 | ADDED | 10,854 | +791 | +7.9% | 1.16% | $2.6M | $240.72 |
| 2025 Q2 | ADDED | 10,063 | +175 | +1.8% | 1.07% | $2.2M | $214.08 |
| 2025 Q1 | ADDED | 9,888 | +1,731 | +21.2% | 1.06% | $2.0M | $197.36 |
| 2024 Q4 | ADDED | 8,157 | +2,035 | +33.2% | 0.95% | $1.8M | $218.11 |
| 2024 Q3 | ADDED | 6,122 | +2,650 | +76.3% | 0.75% | $1.3M | $217.40 |
| 2024 Q2 | UNCHANGED | 3,472 | — | 0% | 0.43% | $704K | $199.01 |
| 2024 Q1 | ADDED | 3,472 | +635 | +22.4% | 0.46% | $730K | $205.70 |
| 2023 Q4 | ADDED | 2,837 | +332 | +13.3% | 0.40% | $569K | $195.82 |
| 2023 Q3 | ADDED | 2,505 | +150 | +6.4% | 0.35% | $443K | $171.81 |
As of 2025 Q4 — sorted by position size