Heritage Financial Services’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 | $1.61M | Buy |
3,790
+366
| +11% | +$155K | 0.15% | 32 |
|
|
2025
Q1 | $1.24M | Sell |
3,424
-90
| -3% | -$32.5K | 0.12% | 39 |
|
|
2024
Q4 | $1.41M | Sell |
3,514
-21
| -0.6% | -$8.43K | 0.19% | 31 |
|
|
2024
Q3 | $1.33M | Sell |
3,535
-80
| -2% | -$30K | 0.18% | 35 |
|
|
2024
Q2 | $1.32M | Sell |
3,615
-50
| -1% | -$18.2K | 0.19% | 33 |
|
|
2024
Q1 | $1.24M | Hold |
3,665
| – | – | 0.18% | 34 |
|
|
2023
Q4 | $1.11M | Sell |
3,665
-48
| -1% | -$14.6K | 0.19% | 33 |
|
|
2023
Q3 | $988K | Sell |
3,713
-20
| -0.5% | -$5.32K | 0.19% | 27 |
|
|
2023
Q2 | $1.03M | Sell |
3,733
-11
| -0.3% | -$3.03K | 0.21% | 23 |
|
|
2023
Q1 | $915K | Buy |
3,744
+4
| +0.1% | +$977 | 0.2% | 28 |
|
|
2022
Q4 | $801K | Hold |
3,740
| – | – | 0.2% | 31 |
|
|
2022
Q3 | $786K | Hold |
3,740
| – | – | 0.48% | 26 |
|
|
2022
Q2 | $817K | Buy |
3,740
+452
| +14% | +$98.7K | 0.46% | 24 |
|
|
2022
Q1 | $912K | Hold |
3,288
| – | – | 0.6% | 23 |
|
|
2021
Q4 | $1M | Buy |
+3,288
| New | +$1M | 0.79% | 20 |
|