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
2024 Q1	$2.53M	Buy
2023 Q4	$2.24M	Buy
2022 Q4	$10.3M	Buy
2022 Q3	$4.67M	Buy
2022 Q2	$3.75M	Buy
2022 Q1	$4.43M	Buy
2021 Q3	$2.93M	Buy
2021 Q2	$1.98M	Buy
2021 Q1	$525K	Buy