Heritage Family Offices’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.1M	Sell	10,472 -4	-0%	-$802	1.06%	19
2025 Q1	$2.09M	Sell	10,476 -92	-0.9%	-$18.4K	1.07%	19
2024 Q4	$2.34M	Buy	10,568 +501	+5%	+$111K	1.17%	15
2024 Q3	$2.22M	Sell	10,067 -770	-7%	-$170K	1.15%	15
2024 Q2	$2.2M	Buy	+10,837	New	+$2.2M	1.22%	16