Heritage Family Offices, LLP Ishares Russell 2000 ETF Transaction History

Heritage Family Offices, LLP

$220 Billion
Q4 2025

A detailed history of Heritage Family Offices, LLP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 9,523 shares of IWM stock, worth $2.26 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

9,523

Previous 7,678 24.03%

Holding current value

$2.26 Million

Previous $1.86 Billion 26.18%

% of portfolio

1.07%

Previous 0.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$236.79 - $250.33 $436,877 - $461,858	1,845 Added 24.03%	9,523 $2.34 Billion
Q3 2025 Oct 07, 2025	SELL	$214.92 - $244.84 $600,486 - $684,082	-2,794 Reduced 26.68%	7,678 $1.86 Billion
Q2 2025 Jul 09, 2025	SELL	$174.82 - $215.79 $699 - $863	-4 Reduced 0.04%	10,472 $2.1 Billion
Q1 2025 Apr 10, 2025	SELL	$198.1 - $229.79 $18,225 - $21,140	-92 Reduced 0.87%	10,476 $2.09 Billion
Q4 2024 Jan 14, 2025	BUY	$216.13 - $242.4 $108,281 - $121,442	501 Added 4.98%	10,568 $2.34 Billion

Q3 2024 Oct 16, 2024	SELL	$200.87 - $224.6 $154,669 - $172,942	-770 Reduced 7.11%	10,067 $2.22 Billion
Q2 2024 Aug 01, 2024	BUY	$192.84 - $209.44 $2.09 Million - $2.27 Million	10,837 New	10,837 $2.2 Billion

Others Institutions Holding IWM

# of Institutions

3,029

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Heritage Family Offices, LLP Ishares Russell 2000 ETF Transaction History