Heritage Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.04M | Sell |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $1.83M | Sell |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $2.1M | Sell |
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|
2024
Q2 | $2.15M | Hold |
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|
2024
Q1 | $2.09M | Hold |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $1.71M | Hold |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.56M | Hold |
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|
2022
Q3 | $1.46M | Sell |
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|
2022
Q2 | $1.54M | Hold |
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|
2022
Q1 | $1.86M | Sell |
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|
2021
Q4 | $2M | Buy |
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