HWA
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Heritage Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Heritage Wealth Advisors’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.5K Hold
83
– – ﹤0.01% 372
2025
Q1 		$17.5K Hold
83
– – ﹤0.01% 382
2024
Q4 		$19.5K Buy
+83
New +$19.5K ﹤0.01% 388