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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$5.94K	Buy	88 +44	+100%	+$2.97K	﹤0.01%	855
2022 Q3	$3K	Buy	44 +16	+57%	+$1.09K	﹤0.01%	827
2022 Q2	$1.81K	Sell	28 -757	-96%	-$48.9K	﹤0.01%	893
2022 Q1	$61K	Buy	+785	New	+$61K	0.02%	442