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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
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return