Heritage Wealth Management (California)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Heritage Wealth Management (California)’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
2025 Q2	$430K	Buy
2025 Q1	$336K	Sell
2024 Q4	$385K	Sell
2024 Q3	$434K	Sell
2024 Q2	$436K	Sell
2024 Q1	$413K	Sell
2023 Q4	$373K	Buy