Heritage Wealth Management (Arizona)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$228K	Hold
2024 Q1	$209K	Buy
2022 Q4	$304K	Buy
2022 Q3	$153K	Hold
2022 Q2	$160K	Sell
2022 Q1	$208K	Buy
2021 Q3	$201K	Sell
2021 Q2	$264K	Sell
2021 Q1	$245K	Buy