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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$373K	Buy
2024 Q1	$290K	Hold
2023 Q4	$261K	Buy
2022 Q4	$368K	Buy
2022 Q3	$181K	Hold
2022 Q2	$188K	Hold
2022 Q1	$239K	Buy
2021 Q3	$240K	Sell
2021 Q2	$245K	Hold
2021 Q1	$220K	Buy