Heron Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.27M | Sell |
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|
2023
Q1 | $6.28M | Buy |
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|
2022
Q4 | $5.91M | Sell |
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|
2022
Q3 | $6.19M | Buy |
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|
2022
Q2 | $6.01M | Buy |
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|
2022
Q1 | $6.81M | Buy |
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|
2021
Q4 | $6.49M | Buy |
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|
2021
Q3 | $6.53M | Buy |
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|
2021
Q2 | $6.26M | Sell |
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|
2021
Q1 | $6.41M | Buy |
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|
2020
Q4 | $4.92M | Buy |
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|
2020
Q3 | $3.58M | Buy |
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|
2020
Q2 | $2.79M | Buy |
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|
2020
Q1 | $2.42M | Buy |
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|
2019
Q4 | $3.15M | Buy |
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