Heritage Wealth Management (Arizona)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$60.2K	Sell	720 -3,081	-81%	-$259K	0.01%	474
2022 Q3	$298K	Buy	3,801 +3,769	+11,778%	+$324K	0.1%	153
2022 Q2	$2.54K	Hold	32	–	–	﹤0.01%	859
2022 Q1	$3K	Buy	+32	New	+$3.19K	﹤0.01%	857
2021 Q3	$4K	Hold	32	–	–	﹤0.01%	757
2021 Q2	$4K	Hold	32	–	–	﹤0.01%	779
2021 Q1	$3K	Buy	+32	New	+$3.35K	﹤0.01%	686

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IWP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 81% in Q4 2022, selling an estimated $259K and leaving 720 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #474.

Heritage Wealth Management (Arizona) first reported a position in IWP in Q1 2021 and has held it in 7 quarters since. The position peaked at $298K in Q3 2022. 887 funds tracked by Wall St. Rank hold IWP as of Q4 2022.

Heritage Wealth Management (Arizona) held 720 shares of iShares Russell Mid-Cap Growth ETF worth $60.2K as of Q4 2022.
Heritage Wealth Management (Arizona) sold 3,081 iShares Russell Mid-Cap Growth ETF shares in Q4 2022, an estimated $259K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #474 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares Russell Mid-Cap Growth ETF position peaked at $298K in Q3 2022.
887 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.