Heritage Oak Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,016	Closed	-$1.99M	–	124
2024 Q3	$1.99M	Buy	+9,016	New	+$1.99M	0.92%	31