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	4,088 +648	+19%	+$55.3K	0.21%	98
2024 Q1	$290K	Hold	3,440	–	–	0.15%	126
2023 Q4	$261K	Buy	+3,440	New	+$243K	0.14%	130
2022 Q4	$368K	Buy	6,880 +3,440	+100%	+$189K	0.05%	271
2022 Q3	$181K	Hold	3,440	–	–	0.06%	246
2022 Q2	$188K	Hold	3,440	–	–	0.06%	244
2022 Q1	$239K	Buy	+3,440	New	+$235K	0.06%	239
2021 Q3	$240K	Sell	3,504 -112	-3%	-$7.92K	0.09%	184
2021 Q2	$245K	Hold	3,616	–	–	0.09%	194
2021 Q1	$220K	Buy	+3,616	New	+$220K	0.12%	149

Other funds holding IWF

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s IWF Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) increased its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q2 2024, buying an estimated $55.3K and bringing the position to 4,088 shares worth $373K. The position accounts for 0.21% of the portfolio, ranked #98.

Heritage Wealth Management (Arizona) first reported a position in IWF in Q1 2021 and has held it in 10 quarters since. 2,030 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Heritage Wealth Management (Arizona) held 4,088 shares of iShares Russell 1000 Growth ETF worth $373K as of Q2 2024.
Heritage Wealth Management (Arizona) bought 648 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $55.3K.
iShares Russell 1000 Growth ETF made up 0.21% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #98 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 10 quarters since.
2,030 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.