Heritage Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Heritage Financial Services’s Portfolio IWR Stock Details IWR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$258K	Sell
2025 Q2	$288K	Buy
2025 Q1	$256K	Buy
2024 Q4	$212K	Buy
2024 Q3	$201K	Buy
2022 Q3	–	Sell
2022 Q2	$25K	Buy