Heritage Wealth Management (Arizona)’s iShares Russell 2000 ETF IWM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$2.2M	Sell	10,837 -1,186	-10%	-$240K	1.22%	16
2024 Q1	$2.53M	Buy	12,023 +879	+8%	+$175K	1.29%	12
2023 Q4	$2.24M	Buy	+11,144	New	+$2M	1.21%	16
2022 Q4	$10.3M	Buy	58,880 +30,592	+108%	+$5.44M	1.47%	12
2022 Q3	$4.67M	Buy	28,288 +6,131	+28%	+$1.12M	1.5%	12
2022 Q2	$3.75M	Buy	22,157 +585	+3%	+$108K	1.25%	12
2022 Q1	$4.43M	Buy	+21,572	New	+$4.4M	1.2%	13
2021 Q3	$2.93M	Buy	13,382 +4,767	+55%	+$1.06M	1.04%	16
2021 Q2	$1.98M	Buy	8,615 +6,237	+262%	+$1.4M	0.75%	20
2021 Q1	$525K	Buy	+2,378	New	+$519K	0.3%	67

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IWM Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its iShares Russell 2000 ETF (IWM) stake by 9.9% in Q2 2024, selling an estimated $240K and leaving 10,837 shares worth $2.2M. The position accounts for 1.22% of the portfolio, ranked #16.

Heritage Wealth Management (Arizona) first reported a position in IWM in Q1 2021 and has held it in 10 quarters since. The position peaked at $10.3M in Q4 2022. 2,161 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

Heritage Wealth Management (Arizona) held 10,837 shares of iShares Russell 2000 ETF worth $2.2M as of Q2 2024.
Heritage Wealth Management (Arizona) sold 1,186 iShares Russell 2000 ETF shares in Q2 2024, an estimated $240K.
iShares Russell 2000 ETF made up 1.22% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #16 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s iShares Russell 2000 ETF position peaked at $10.3M in Q4 2022.
2,161 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.