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iShares Russell 2000 Value Index shares owned by Heron Financial Group

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Heron Financial Group from 13F filings

Historical chart of Heron Financial Group investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Heron Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Heron Financial Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $6.3M 45k 140.80
2023-03-31 $6.3M 46k 137.02
2022-12-31 $5.9M 43k 138.84
2022-09-30 $6.2M 48k 128.94
2022-06-30 $6.0M 44k 136.15
2022-03-31 $6.8M 42k 161.41
2021-12-31 $6.5M 41k 157.77
2021-09-30 $6.5M 41k 160.22
2021-06-30 $6.3M 38k 165.76
2021-03-31 $6.4M 40k 161.32
2020-12-31 $4.9M 35k 141.06
2020-09-30 $3.6M 34k 105.02
2020-06-30 $2.8M 30k 94.32
2020-03-31 $2.4M 28k 87.62
2019-12-31 $3.2M 25k 125.67