Heron Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.96M | Sell |
28,691
-626
| -2% | -$152K | 3.75% | 8 |
|
|
2023
Q1 | $6.65M | Buy |
29,317
+3,223
| +12% | +$731K | 3.67% | 9 |
|
|
2022
Q4 | $5.55M | Sell |
26,094
-4,149
| -14% | -$882K | 3.7% | 7 |
|
|
2022
Q3 | $6.25M | Buy |
30,243
+2,840
| +10% | +$587K | 3.86% | 9 |
|
|
2022
Q2 | $5.65M | Buy |
27,403
+2,872
| +12% | +$593K | 3.43% | 10 |
|
|
2022
Q1 | $6.27M | Buy |
24,531
+741
| +3% | +$190K | 3.26% | 10 |
|
|
2021
Q4 | $6.12M | Buy |
23,790
+1,042
| +5% | +$268K | 3.29% | 11 |
|
|
2021
Q3 | $6.68M | Buy |
22,748
+1,892
| +9% | +$556K | 3.72% | 8 |
|
|
2021
Q2 | $6.5M | Buy |
20,856
+342
| +2% | +$107K | 3.71% | 8 |
|
|
2021
Q1 | $6.26M | Buy |
20,514
+2,125
| +12% | +$648K | 3.8% | 9 |
|
|
2020
Q4 | $5.55M | Buy |
18,389
+324
| +2% | +$97.8K | 3.84% | 7 |
|
|
2020
Q3 | $4.17M | Buy |
18,065
+832
| +5% | +$192K | 3.34% | 10 |
|
|
2020
Q2 | $3.59M | Buy |
17,233
+334
| +2% | +$69.5K | 3.21% | 9 |
|
|
2020
Q1 | $2.9M | Buy |
16,899
+1,281
| +8% | +$220K | 2.98% | 10 |
|
|
2019
Q4 | $3.47M | Buy |
+15,618
| New | +$3.47M | 2.87% | 9 |
|