Heartwood Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

Heartwood Wealth Advisors LLC

$1.02 Billion
Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 4,197 shares of IWM stock, worth $996,703. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,197

Previous 4,236 0.92%

Holding current value

$996,703

Previous $1.02 Million 2.73%

% of portfolio

0.1%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$236.79 - $250.33 $9,234 - $9,762	-39 Reduced 0.92%	4,197 $996,000
Q3 2025 Oct 06, 2025	BUY	$214.92 - $244.84 $22,566 - $25,708	105 Added 2.54%	4,236 $1.02 Million
Q1 2025 Apr 21, 2025	SELL	$198.1 - $229.79 $792 - $919	-4 Reduced 0.1%	4,131 $824,000
Q3 2024 Oct 07, 2024	BUY	$200.87 - $224.6 $13,860 - $15,497	69 Added 1.7%	4,135 $913,000
Q1 2024 Apr 02, 2024	BUY	$189.48 - $210.3 $37,517 - $41,639	198 Added 5.12%	4,066 $855,000

Q1 2023 Apr 14, 2023	BUY	$170.25 - $198.32 $252,310 - $293,910	1,482 Added 62.11%	3,868 $690,000
Q4 2022 Jan 12, 2023	BUY	$166.81 - $188.05 $398,008 - $448,687	2,386 New	2,386 $0
Q2 2022 Jul 25, 2022	BUY	$163.9 - $207.91 $25,404 - $32,226	155 Added 11.12%	1,549 $262,000
Q1 2022 Apr 26, 2022	BUY	$191.52 - $225.32 $4,788 - $5,633	25 Added 1.83%	1,394 $286,000
Q3 2021 Oct 12, 2021	BUY	$211.73 - $231.39 $289,858 - $316,772	1,369 New	1,369 $299,000

Others Institutions Holding IWM

# of Institutions

3,048

Shares Held

284M

Call Options Held

196M

Put Options Held

483M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Heartwood Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History