Heritage Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $560K | Buy |
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|
2025
Q2 | $499K | Sell |
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|
2025
Q1 | $461K | Buy |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $510K | Hold |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $513K | Sell |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $482K | Hold |
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|
2023
Q1 | $459K | Sell |
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $420K | Hold |
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|
2022
Q2 | $432K | Hold |
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|
2022
Q1 | $523K | Buy |
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|
2021
Q4 | $555K | Buy |
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