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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return