Heron Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $552K | Sell |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $659K | Sell |
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|
2021
Q4 | $667K | Sell |
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|
2021
Q3 | $641K | Sell |
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|
2021
Q2 | $651K | Buy |
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|
2021
Q1 | $578K | Buy |
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|
2020
Q4 | $548K | Sell |
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|
2020
Q3 | $518K | Sell |
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|
2020
Q2 | $490K | Buy |
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|
2020
Q1 | $407K | Buy |
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|
2019
Q4 | $465K | Buy |
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