Heartwood Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Hold |
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|
2025
Q2 | $989K | Sell |
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|
2025
Q1 | $901K | Sell |
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|
2024
Q4 | $952K | Hold |
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|
2024
Q3 | $929K | Sell |
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|
2024
Q2 | $886K | Hold |
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|
2024
Q1 | $857K | Buy |
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|
2023
Q4 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $558K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $201K | Buy |
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