Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.2M | Sell |
10,837
-1,186
| -10% | -$241K | 1.22% | 16 |
|
|
2024
Q1 | $2.53M | Buy |
12,023
+879
| +8% | +$185K | 1.29% | 12 |
|
|
2023
Q4 | $2.24M | Buy |
+11,144
| New | +$2.24M | 1.21% | 16 |
|
|
2022
Q4 | $10.3M | Buy |
58,880
+30,592
| +108% | +$5.33M | 1.47% | 12 |
|
|
2022
Q3 | $4.67M | Buy |
28,288
+6,131
| +28% | +$1.01M | 1.5% | 12 |
|
|
2022
Q2 | $3.75M | Buy |
22,157
+585
| +3% | +$99.1K | 1.25% | 12 |
|
|
2022
Q1 | $4.43M | Buy |
+21,572
| New | +$4.43M | 1.2% | 13 |
|
|
2021
Q3 | $2.93M | Buy |
13,382
+4,767
| +55% | +$1.04M | 1.04% | 16 |
|
|
2021
Q2 | $1.98M | Buy |
8,615
+6,237
| +262% | +$1.43M | 0.75% | 20 |
|
|
2021
Q1 | $525K | Buy |
+2,378
| New | +$525K | 0.3% | 67 |
|