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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$436K	Buy
2025 Q2	$385K	Buy
2025 Q1	$348K	Hold
2024 Q4	$386K	Hold
2024 Q3	$386K	Sell
2024 Q2	$377K	Sell
2024 Q1	$391K	Sell
2023 Q4	$509K	Buy
2022 Q3	–	Sell
2022 Q2	$119K	Buy