Heritage Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $637K | Hold |
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|
2025
Q2 | $568K | Hold |
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|
2025
Q1 | $544K | Sell |
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|
2024
Q4 | $657K | Hold |
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|
2024
Q3 | $667K | Sell |
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|
2024
Q2 | $618K | Hold |
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|
2024
Q1 | $645K | Hold |
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|
2023
Q4 | $631K | Hold |
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|
2023
Q3 | $550K | Hold |
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|
2023
Q2 | $572K | Hold |
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|
2023
Q1 | $556K | Hold |
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|
2022
Q4 | $563K | Hold |
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|
2022
Q3 | $523K | Sell |
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|
2022
Q2 | $632K | Hold |
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|
2022
Q1 | $749K | Hold |
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|
2021
Q4 | $770K | Hold |
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|
2021
Q3 | $743K | Hold |
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|
2021
Q2 | $769K | Hold |
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|
2021
Q1 | $740K | Hold |
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|
2020
Q4 | $611K | Hold |
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|
2020
Q3 | $461K | Hold |
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|
2020
Q2 | $452K | Hold |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $5.09M | Sell |
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|
2019
Q3 | $4.87M | Sell |
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|
2019
Q2 | $5.06M | Buy |
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|
2019
Q1 | $4.48M | Sell |
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|
2018
Q4 | $4.1M | Buy |
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