Heritage Financial Services’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 | $385K | Buy |
1,785
+38
| +2% | +$8.2K | 0.04% | 82 |
|
|
2025
Q1 | $348K | Hold |
1,747
| – | – | 0.03% | 82 |
|
|
2024
Q4 | $386K | Hold |
1,747
| – | – | 0.05% | 78 |
|
|
2024
Q3 | $386K | Sell |
1,747
-110
| -6% | -$24.3K | 0.05% | 72 |
|
|
2024
Q2 | $377K | Sell |
1,857
-3
| -0.2% | -$609 | 0.05% | 71 |
|
|
2024
Q1 | $391K | Sell |
1,860
-678
| -27% | -$143K | 0.06% | 69 |
|
|
2023
Q4 | $509K | Buy |
+2,538
| New | +$509K | 0.09% | 60 |
|
|
2022
Q3 | – | Sell |
-708
| Closed | -$119K | – | 272 |
|
|
2022
Q2 | $119K | Buy |
+708
| New | +$119K | 0.07% | 102 |
|