Heron Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.96M | Sell |
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|
2023
Q1 | $6.65M | Buy |
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|
2022
Q4 | $5.55M | Sell |
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|
2022
Q3 | $6.25M | Buy |
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|
2022
Q2 | $5.65M | Buy |
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|
2022
Q1 | $6.27M | Buy |
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|
2021
Q4 | $6.12M | Buy |
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|
2021
Q3 | $6.68M | Buy |
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|
2021
Q2 | $6.5M | Buy |
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|
2021
Q1 | $6.26M | Buy |
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|
2020
Q4 | $5.55M | Buy |
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|
2020
Q3 | $4.17M | Buy |
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|
2020
Q2 | $3.58M | Buy |
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|
2020
Q1 | $2.9M | Buy |
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|
2019
Q4 | $3.47M | Buy |
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