HIG
Heritage Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
2,311
-2
| -0.1% | -$432 | 0.09% | 69 |
|
|
2025
Q1 | $461K | Buy |
2,313
+79
| +4% | +$15.8K | 0.09% | 65 |
|
|
2024
Q4 | $494K | Sell |
2,234
-154
| -6% | -$34K | 0.09% | 63 |
|
|
2024
Q3 | $527K | Sell |
2,388
-125
| -5% | -$27.6K | 0.1% | 54 |
|
|
2024
Q2 | $510K | Hold |
2,513
| – | – | 0.1% | 50 |
|
|
2024
Q1 | $528K | Sell |
2,513
-45
| -2% | -$9.46K | 0.11% | 52 |
|
|
2023
Q4 | $513K | Sell |
2,558
-16
| -0.6% | -$3.21K | 0.11% | 47 |
|
|
2023
Q3 | $455K | Hold |
2,574
| – | – | 0.12% | 50 |
|
|
2023
Q2 | $482K | Hold |
2,574
| – | – | 0.13% | 50 |
|
|
2023
Q1 | $459K | Sell |
2,574
-123
| -5% | -$21.9K | 0.14% | 44 |
|
|
2022
Q4 | $470K | Buy |
2,697
+148
| +6% | +$25.8K | 0.15% | 44 |
|
|
2022
Q3 | $420K | Hold |
2,549
| – | – | 0.26% | 44 |
|
|
2022
Q2 | $432K | Hold |
2,549
| – | – | 0.25% | 47 |
|
|
2022
Q1 | $523K | Buy |
2,549
+55
| +2% | +$11.3K | 0.38% | 36 |
|
|
2021
Q4 | $555K | Buy |
+2,494
| New | +$555K | 0.44% | 34 |
|