Heritage Wealth Management (California)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$235K	Buy	1,212 +48	+4%	+$9.32K	0.16%	77
2025 Q1	$219K	Buy	+1,164	New	+$219K	0.16%	77