Heritage Financial Services’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 | $784K | Buy |
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|
2025
Q2 | $611K | Buy |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $569K | Hold |
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|
2024
Q3 | $555K | Hold |
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|
2024
Q2 | $525K | Hold |
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|
2024
Q1 | $509K | Sell |
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|
2023
Q4 | $603K | Hold |
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|
2023
Q3 | $540K | Hold |
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|
2023
Q2 | $560K | Hold |
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|
2023
Q1 | $518K | Hold |
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|
2022
Q4 | $484K | Hold |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $167K | Buy |
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