Heritage Wealth Management (California)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
1,012
+82
| +9% | +$34.8K | 0.29% | 53 |
|
|
2025
Q1 | $336K | Sell |
930
-28
| -3% | -$10.1K | 0.25% | 61 |
|
|
2024
Q4 | $385K | Sell |
958
-197
| -17% | -$79.1K | 0.28% | 56 |
|
|
2024
Q3 | $434K | Sell |
1,155
-42
| -4% | -$15.8K | 0.31% | 46 |
|
|
2024
Q2 | $436K | Sell |
1,197
-27
| -2% | -$9.84K | 0.32% | 46 |
|
|
2024
Q1 | $413K | Sell |
1,224
-6
| -0.5% | -$2.02K | 0.31% | 46 |
|
|
2023
Q4 | $373K | Buy |
+1,230
| New | +$373K | 0.3% | 49 |
|