Heritage Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $805K | Hold |
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|
2025
Q2 | $784K | Hold |
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|
2025
Q1 | $664K | Sell |
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|
2024
Q4 | $816K | Hold |
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|
2024
Q3 | $755K | Hold |
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|
2024
Q2 | $710K | Hold |
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|
2024
Q1 | $734K | Hold |
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|
2023
Q4 | $672K | Hold |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $628K | Hold |
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|
2023
Q1 | $591K | Sell |
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|
2022
Q4 | $836K | Hold |
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|
2022
Q3 | $784K | Hold |
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|
2022
Q2 | $792K | Hold |
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|
2022
Q1 | $1M | Hold |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.11M | Hold |
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|
2021
Q2 | $1.12M | Hold |
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|
2021
Q1 | $1.01M | Hold |
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|
2020
Q4 | $1.02M | Hold |
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|
2020
Q3 | $859K | Hold |
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|
2020
Q2 | $785K | Sell |
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|
2020
Q1 | $619K | Hold |
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|
2019
Q4 | $777K | Hold |
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|
2019
Q3 | $719K | Buy |
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|
2019
Q2 | $572K | Hold |
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|
2019
Q1 | $545K | Hold |
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|
2018
Q4 | $456K | Hold |
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|
2018
Q3 | $544K | Hold |
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|
2018
Q2 | $509K | Hold |
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|
2018
Q1 | $493K | Hold |
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|
2017
Q4 | $484K | Hold |
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|
2017
Q3 | $454K | Hold |
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|
2017
Q2 | $434K | Hold |
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|
2017
Q1 | $416K | Hold |
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|
2016
Q4 | $391K | Hold |
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|
2016
Q3 | $391K | Hold |
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|
2016
Q2 | $376K | Hold |
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|
2016
Q1 | $370K | Hold |
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|
2015
Q4 | $369K | Hold |
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|
2015
Q3 | $356K | Hold |
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|
2015
Q2 | $389K | Hold |
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|
2015
Q1 | $393K | Hold |
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|
2014
Q4 | $374K | Sell |
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|
2014
Q3 | $363K | Hold |
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|
2014
Q2 | $368K | Hold |
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|
2014
Q1 | $353K | Hold |
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|
2013
Q4 | $347K | Buy |
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