HWA
Heartwood Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Hold |
4,131
| – | – | 0.09% | 90 |
|
|
2025
Q1 | $824K | Sell |
4,131
-4
| -0.1% | -$798 | 0.09% | 82 |
|
|
2024
Q4 | $914K | Hold |
4,135
| – | – | 0.1% | 73 |
|
|
2024
Q3 | $913K | Buy |
4,135
+69
| +2% | +$15.2K | 0.1% | 75 |
|
|
2024
Q2 | $825K | Hold |
4,066
| – | – | 0.1% | 78 |
|
|
2024
Q1 | $855K | Buy |
4,066
+198
| +5% | +$41.6K | 0.11% | 70 |
|
|
2023
Q4 | $776K | Hold |
3,868
| – | – | 0.1% | 63 |
|
|
2023
Q3 | $684K | Hold |
3,868
| – | – | 0.1% | 68 |
|
|
2023
Q2 | $724K | Hold |
3,868
| – | – | 0.1% | 68 |
|
|
2023
Q1 | $690K | Buy |
3,868
+1,482
| +62% | +$264K | 0.1% | 67 |
|
|
2022
Q4 | $416K | Buy |
+2,386
| New | +$416K | 0.07% | 85 |
|
|
2022
Q3 | – | Sell |
-1,549
| Closed | -$262K | – | 117 |
|
|
2022
Q2 | $262K | Buy |
1,549
+155
| +11% | +$26.2K | 0.04% | 101 |
|
|
2022
Q1 | $286K | Buy |
1,394
+25
| +2% | +$5.13K | 0.04% | 100 |
|
|
2021
Q4 | $305K | Hold |
1,369
| – | – | 0.05% | 87 |
|
|
2021
Q3 | $299K | Buy |
+1,369
| New | +$299K | 0.05% | 81 |
|