HWA
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Heartwood Wealth Advisors’s Illinois Tool Works ITW Stock Holding History

Heartwood Wealth Advisors’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-503
Closed -$131K – 401
2025
Q3 		$131K Buy
+503
New +$131K 0.01% 235

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Heartwood Wealth Advisors's ITW Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Illinois Tool Works (ITW) in Q4 2025, closing a stake of 503 shares — an estimated $131K sold.

Heartwood Wealth Advisors first reported a position in ITW in Q3 2025 and held it in 1 quarter. The position peaked at $131K in Q3 2025. 1,897 funds tracked by Wall St. Rank hold ITW as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Illinois Tool Works position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 503 Illinois Tool Works shares in Q4 2025, an estimated $131K.
  • Heartwood Wealth Advisors first reported a position in Illinois Tool Works in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Illinois Tool Works position peaked at $131K in Q3 2025.
  • 1,897 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.