Heritage Wealth Management (Arizona)’s iShares Russell 1000 ETF IWB Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$302K	Buy
2022 Q4	$385K	Sell
2022 Q3	$1.03M	Buy
2022 Q2	$15K	Sell
2022 Q1	$68K	Buy
2021 Q3	$15K	Hold
2021 Q2	$15K	Sell
2021 Q1	$14K	Buy