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
2022 Q3	$298K	Buy
2022 Q2	$2.54K	Hold
2022 Q1	$3K	Buy
2021 Q3	$4K	Hold
2021 Q2	$4K	Hold
2021 Q1	$3K	Buy