Heron Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$8.2M Sell
2023
Q1
$8.14M Buy
2022
Q4
$6.68M Sell
2022
Q3
$6.88M Buy
2022
Q2
$6.27M Buy
2022
Q1
$7.37M Buy
2021
Q4
$7.16M Buy
2021
Q3
$7.59M Buy
2021
Q2
$7.17M Sell
2021
Q1
$6.66M Buy
2020
Q4
$6.05M Sell
2020
Q3
$5.47M Buy
2020
Q2
$5.05M Buy
2020
Q1
$4.08M Buy
2019
Q4
$4.74M Buy