Heritage Family Offices’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Heritage Family Offices’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$222K	Sell
2025 Q2	$252K	Hold
2025 Q1	$253K	Sell
2024 Q4	$292K	Sell
2024 Q3	$323K	Sell
2024 Q2	$373K	Buy