Heritage Trust’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 | $790K | Sell |
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|
2025
Q2 | $710K | Buy |
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|
2025
Q1 | $651K | Hold |
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|
2024
Q4 | $721K | Buy |
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|
2024
Q2 | $663K | Sell |
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|
2024
Q1 | $698K | Buy |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $566K | Sell |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $603K | Sell |
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|
2022
Q4 | $589K | Buy |
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|
2022
Q3 | $539K | Sell |
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|
2022
Q2 | $555K | Buy |
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|
2022
Q1 | $672K | Sell |
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|
2021
Q4 | $735K | Buy |
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|
2021
Q3 | $709K | Sell |
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|
2021
Q2 | $759K | Sell |
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|
2021
Q1 | $734K | Sell |
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|
2020
Q4 | $672K | Buy |
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|
2020
Q3 | $295K | Hold |
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|
2020
Q2 | $282K | Buy |
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|
2020
Q1 | $214K | Buy |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $201K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $134K | Hold |
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|
2018
Q3 | $169K | Hold |
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|
2018
Q2 | $164K | Hold |
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|
2018
Q1 | $152K | Hold |
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|
2017
Q4 | $153K | Hold |
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|
2017
Q3 | $148K | Buy |
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|
2017
Q2 | $88K | Buy |
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