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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,150	Closed	-$302K	–	181
2023 Q4	$302K	Buy	+1,150	New	+$282K	0.16%	118
2022 Q4	$385K	Sell	1,829 -3,412	-65%	-$722K	0.06%	264
2022 Q3	$1.03M	Buy	5,241 +5,169	+7,179%	+$1.13M	0.33%	55
2022 Q2	$15K	Sell	72 -201	-74%	-$45.4K	0.01%	598
2022 Q1	$68K	Buy	+273	New	+$67.4K	0.02%	422
2021 Q3	$15K	Hold	63	–	–	0.01%	600
2021 Q2	$15K	Sell	63 -1	-2%	-$236	0.01%	600
2021 Q1	$14K	Buy	+64	New	+$14K	0.01%	535

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IWB Position: Q1 2024 in Review

Heritage Wealth Management (Arizona) sold out of iShares Russell 1000 ETF (IWB) in Q1 2024, closing a stake of 1,150 shares — an estimated $302K sold.

Heritage Wealth Management (Arizona) first reported a position in IWB in Q1 2021 and held it in 8 quarters. The position peaked at $1.03M in Q3 2022. 1,226 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

Heritage Wealth Management (Arizona) reported no remaining iShares Russell 1000 ETF position as of Q1 2024 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 1,150 iShares Russell 1000 ETF shares in Q1 2024, an estimated $302K.
Heritage Wealth Management (Arizona) first reported a position in iShares Russell 1000 ETF in Q1 2021 and held it in 8 quarters.
Heritage Wealth Management (Arizona)'s iShares Russell 1000 ETF position peaked at $1.03M in Q3 2022.
1,226 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q1 2024, filed 25 Apr 2024.