Heritage Way Advisors’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
2021
Q4
$642K Hold
2,101
0.24% 56
2021
Q3
$576K Sell
2,101
-156
-7% -$42.8K 0.24% 57
2021
Q2
$613K Hold
2,257
0.25% 55
2021
Q1
$549K Hold
2,257
0.24% 57
2020
Q4
$544K Buy
+2,257
New +$544K 0.25% 54