Heritage Wealth Management (Arizona)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $373K | Buy |
1,022
+162
| +19% | +$59.1K | 0.21% | 98 |
|
|
2024
Q1 | $290K | Hold |
860
| – | – | 0.15% | 126 |
|
|
2023
Q4 | $261K | Buy |
+860
| New | +$261K | 0.14% | 130 |
|
|
2022
Q4 | $368K | Buy |
1,720
+860
| +100% | +$184K | 0.05% | 271 |
|
|
2022
Q3 | $181K | Hold |
860
| – | – | 0.06% | 246 |
|
|
2022
Q2 | $188K | Hold |
860
| – | – | 0.06% | 244 |
|
|
2022
Q1 | $239K | Buy |
+860
| New | +$239K | 0.06% | 239 |
|
|
2021
Q3 | $240K | Sell |
876
-28
| -3% | -$7.67K | 0.09% | 184 |
|
|
2021
Q2 | $245K | Hold |
904
| – | – | 0.09% | 194 |
|
|
2021
Q1 | $220K | Buy |
+904
| New | +$220K | 0.12% | 149 |
|