Heritage Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.29M | Hold |
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|
2024
Q3 | $1.26M | Hold |
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|
2024
Q2 | $1.19M | Hold |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.1M | Hold |
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|
2023
Q3 | $987K | Sell |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $991K | Hold |
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|
2022
Q4 | $926K | Hold |
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|
2022
Q3 | $868K | Hold |
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|
2022
Q2 | $914K | Sell |
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|
2022
Q1 | $1.13M | Hold |
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|
2021
Q4 | $1.2M | Hold |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.22M | Hold |
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|
2020
Q1 | $1M | Hold |
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|
2019
Q4 | $1.28M | Hold |
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|
2019
Q3 | $1.18M | Hold |
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|
2019
Q2 | $1.17M | Hold |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $943K | Buy |
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