Heritage Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Hold |
22,305
| – | – | 0.1% | 59 |
|
|
2025
Q1 | $1.9M | Sell |
22,305
-1,216
| -5% | -$103K | 0.1% | 57 |
|
|
2024
Q4 | $2.08M | Sell |
23,521
-52
| -0.2% | -$4.6K | 0.1% | 57 |
|
|
2024
Q3 | $2.08M | Hold |
23,573
| – | – | 0.1% | 60 |
|
|
2024
Q2 | $1.91M | Buy |
23,573
+673
| +3% | +$54.6K | 0.09% | 59 |
|
|
2024
Q1 | $1.93M | Buy |
22,900
+7,150
| +45% | +$601K | 0.09% | 60 |
|
|
2023
Q4 | $1.22M | Sell |
15,750
-20
| -0.1% | -$1.56K | 0.06% | 75 |
|
|
2023
Q3 | $1.09M | Hold |
15,770
| – | – | 0.06% | 72 |
|
|
2023
Q2 | $1.15M | Hold |
15,770
| – | – | 0.06% | 77 |
|
|
2023
Q1 | $1.1M | Buy |
15,770
+300
| +2% | +$21K | 0.06% | 77 |
|
|
2022
Q4 | $1.04M | Buy |
15,470
+200
| +1% | +$13.5K | 0.06% | 81 |
|
|
2022
Q3 | $949K | Buy |
15,270
+16
| +0.1% | +$994 | 0.07% | 78 |
|
|
2022
Q2 | $986K | Buy |
15,254
+220
| +1% | +$14.2K | 0.07% | 79 |
|
|
2022
Q1 | $1.17M | Buy |
15,034
+50
| +0.3% | +$3.9K | 0.06% | 74 |
|
|
2021
Q4 | $1.24M | Hold |
14,984
| – | – | 0.07% | 79 |
|
|
2021
Q3 | $1.17M | Hold |
14,984
| – | – | 0.07% | 75 |
|
|
2021
Q2 | $1.19M | Hold |
14,984
| – | – | 0.07% | 76 |
|
|
2021
Q1 | $1.11M | Hold |
14,984
| – | – | 0.07% | 80 |
|
|
2020
Q4 | $1.03M | Hold |
14,984
| – | – | 0.06% | 86 |
|
|
2020
Q3 | $860K | Hold |
14,984
| – | – | 0.11% | 64 |
|
|
2020
Q2 | $803K | Sell |
14,984
-10,000
| -40% | -$536K | 0.11% | 64 |
|
|
2020
Q1 | $1.08M | Hold |
24,984
| – | – | 0.19% | 56 |
|
|
2019
Q4 | $1.49M | Hold |
24,984
| – | – | 0.2% | 49 |
|
|
2019
Q3 | $1.4M | Buy |
24,984
+23,424
| +1,502% | +$1.31M | 0.21% | 49 |
|
|
2019
Q2 | $87.2K | Hold |
1,560
| – | – | 0.01% | 205 |
|
|
2019
Q1 | $84.2K | Hold |
1,560
| – | – | 0.01% | 190 |
|
|
2018
Q4 | $72K | Buy |
+1,560
| New | +$72K | 0.01% | 175 |
|