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 | 
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        2023
         Q1  | $8.14M | Buy | 
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        2022
         Q4  | $6.68M | Sell | 
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| 
        
          
      
        2022
         Q3  | $6.88M | Buy | 
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| 
        
          
      
        2022
         Q2  | $6.27M | Buy | 
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| 
        
          
      
        2022
         Q1  | $7.37M | Buy | 
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        2021
         Q4  | $7.16M | Buy | 
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| 
        
          
      
        2021
         Q3  | $7.59M | Buy | 
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| 
        
          
      
        2021
         Q2  | $7.17M | Sell | 
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| 
        
          
      
        2021
         Q1  | $6.66M | Buy | 
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| 
        
          
      
        2020
         Q4  | $6.05M | Sell | 
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| 
        
          
      
        2020
         Q3  | $5.47M | Buy | 
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| 
        
          
      
        2020
         Q2  | $5.05M | Buy | 
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| 
        
          
      
        2020
         Q1  | $4.08M | Buy | 
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| 
        
          
      
        2019
         Q4  | $4.74M | Buy | 
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