Heritage Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Heritage Financial Services’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$435K	Sell	1,766 -36	-2%	-$8.85K	0.04%	79
2025 Q3	$436K	Buy	1,802 +17	+1%	+$3.9K	0.04%	82
2025 Q2	$385K	Buy	1,785 +38	+2%	+$7.65K	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%	-$23.5K	0.05%	72
2024 Q2	$377K	Sell	1,857 -3	-0.2%	-$606	0.05%	71
2024 Q1	$391K	Sell	1,860 -678	-27%	-$135K	0.06%	69
2023 Q4	$509K	Buy	+2,538	New	+$455K	0.09%	60
2022 Q3	–	Sell	-708	Closed	-$119K	–	272
2022 Q2	$119K	Buy	+708	New	+$131K	0.07%	102

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Heritage Financial Services's IWM Position: Q4 2025 in Review

Heritage Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 2% in Q4 2025, selling an estimated $8.85K and leaving 1,766 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #79.

Heritage Financial Services first reported a position in IWM in Q2 2022 and has held it in 10 quarters since. The position peaked at $509K in Q4 2023. 2,592 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Heritage Financial Services held 1,766 shares of iShares Russell 2000 ETF worth $435K as of Q4 2025.
Heritage Financial Services sold 36 iShares Russell 2000 ETF shares in Q4 2025, an estimated $8.85K.
iShares Russell 2000 ETF made up 0.04% of Heritage Financial Services's portfolio in Q4 2025, its #79 holding.
Heritage Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 10 quarters since.
Heritage Financial Services's iShares Russell 2000 ETF position peaked at $509K in Q4 2023.
2,592 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.