Heron Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Heron Financial Group’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.19M	Sell
2023 Q1	$3.93M	Sell
2022 Q4	$26.1M	Buy
2022 Q3	–	Sell
2022 Q2	$750K	Buy
2021 Q2	–	Sell
2021 Q1	$210K	Buy