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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$252K	Hold	700	–	–	0.13%	146
2025 Q1	$253K	Sell	700 -26	-4%	-$9.39K	0.13%	145
2024 Q4	$292K	Sell	726 -134	-16%	-$53.8K	0.15%	127
2024 Q3	$323K	Sell	860 -162	-16%	-$60.8K	0.17%	122
2024 Q2	$373K	Buy	+1,022	New	+$373K	0.21%	98