Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Sell |
4,361
-7
| -0.2% | -$1.51K | 0.04% | 86 |
|
|
2025
Q1 | $871K | Sell |
4,368
-789
| -15% | -$157K | 0.04% | 88 |
|
|
2024
Q4 | $1.14M | Sell |
5,157
-35
| -0.7% | -$7.73K | 0.06% | 78 |
|
|
2024
Q3 | $1.15M | Sell |
5,192
-590
| -10% | -$130K | 0.05% | 81 |
|
|
2024
Q2 | $1.17M | Buy |
5,782
+20
| +0.3% | +$4.06K | 0.05% | 76 |
|
|
2024
Q1 | $1.21M | Buy |
5,762
+3
| +0.1% | +$631 | 0.06% | 77 |
|
|
2023
Q4 | $1.16M | Buy |
5,759
+28
| +0.5% | +$5.62K | 0.06% | 79 |
|
|
2023
Q3 | $1.01M | Sell |
5,731
-97
| -2% | -$17.1K | 0.06% | 79 |
|
|
2023
Q2 | $1.09M | Buy |
5,828
+19
| +0.3% | +$3.56K | 0.06% | 79 |
|
|
2023
Q1 | $1.04M | Buy |
5,809
+136
| +2% | +$24.3K | 0.06% | 79 |
|
|
2022
Q4 | $989K | Buy |
5,673
+221
| +4% | +$38.5K | 0.06% | 82 |
|
|
2022
Q3 | $899K | Sell |
5,452
-74
| -1% | -$12.2K | 0.07% | 79 |
|
|
2022
Q2 | $936K | Sell |
5,526
-363
| -6% | -$61.5K | 0.07% | 83 |
|
|
2022
Q1 | $1.21M | Sell |
5,889
-464,040
| -99% | -$95.3M | 0.07% | 72 |
|
|
2021
Q4 | $105M | Buy |
469,929
+70
| +0% | +$15.6K | 5.74% | 2 |
|
|
2021
Q3 | $103M | Buy |
469,859
+509
| +0.1% | +$111K | 6.3% | 2 |
|
|
2021
Q2 | $108M | Sell |
469,350
-23
| -0% | -$5.28K | 6.63% | 2 |
|
|
2021
Q1 | $104M | Sell |
469,373
-132,496
| -22% | -$29.3M | 6.25% | 2 |
|
|
2020
Q4 | $118M | Buy |
601,869
+320,208
| +114% | +$62.8M | 7.37% | 2 |
|
|
2020
Q3 | $42.2M | Buy |
281,661
+318
| +0.1% | +$47.6K | 5.45% | 2 |
|
|
2020
Q2 | $40.3M | Buy |
281,343
+200
| +0.1% | +$28.6K | 5.64% | 2 |
|
|
2020
Q1 | $32.2M | Sell |
281,143
-39,518
| -12% | -$4.52M | 5.77% | 3 |
|
|
2019
Q4 | $53.1M | Buy |
320,661
+3,799
| +1% | +$629K | 7.02% | 3 |
|
|
2019
Q3 | $48M | Buy |
316,862
+6,157
| +2% | +$932K | 7.07% | 3 |
|
|
2019
Q2 | $48.3M | Buy |
310,705
+5,065
| +2% | +$788K | 7.41% | 3 |
|
|
2019
Q1 | $46.8M | Buy |
305,640
+36,372
| +14% | +$5.57M | 7.69% | 3 |
|
|
2018
Q4 | $36.1M | Buy |
269,268
+40
| +0% | +$5.36K | 7.04% | 3 |
|
|
2018
Q3 | $45.4M | Buy |
269,228
+266,107
| +8,526% | +$44.9M | 8.89% | 2 |
|
|
2018
Q2 | $509K | Buy |
3,121
+3
| +0.1% | +$489 | 0.19% | 70 |
|
|
2018
Q1 | $474K | Buy |
3,118
+36
| +1% | +$5.47K | 0.2% | 71 |
|
|
2017
Q4 | $470K | Buy |
+3,082
| New | +$470K | 0.2% | 70 |
|