Heron Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.29M | Sell |
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|
2023
Q1 | $8.31M | Buy |
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|
2022
Q4 | $7.19M | Sell |
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|
2022
Q3 | $7.87M | Buy |
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|
2022
Q2 | $7.52M | Buy |
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|
2022
Q1 | $8.43M | Buy |
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|
2021
Q4 | $8.14M | Buy |
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|
2021
Q3 | $8.06M | Buy |
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|
2021
Q2 | $7.58M | Buy |
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|
2021
Q1 | $7.08M | Buy |
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|
2020
Q4 | $6M | Buy |
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|
2020
Q3 | $4.92M | Buy |
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|
2020
Q2 | $4.3M | Buy |
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|
2020
Q1 | $3.71M | Buy |
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|
2019
Q4 | $4.64M | Buy |
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