Heritage Wealth Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$440K Hold
2025
Q1
$420K Hold
2024
Q4
$409K Hold
2024
Q3
$506K Sell
2024
Q2
$735K Hold
2024
Q1
$750K Sell
2023
Q4
$1.08M Buy