Heartwood Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Buy |
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|
2025
Q2 | $891K | Hold |
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|
2025
Q1 | $824K | Sell |
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|
2024
Q4 | $914K | Hold |
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|
2024
Q3 | $913K | Buy |
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|
2024
Q2 | $825K | Hold |
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|
2024
Q1 | $855K | Buy |
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|
2023
Q4 | $776K | Hold |
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|
2023
Q3 | $684K | Hold |
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|
2023
Q2 | $724K | Hold |
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|
2023
Q1 | $690K | Buy |
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|
2022
Q4 | $416K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $262K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $305K | Hold |
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|
2021
Q3 | $299K | Buy |
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