Heron Financial Group »

iShares Russell 3000 Index shares owned by Heron Financial Group

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Heron Financial Group from 13F filings

Historical chart of Heron Financial Group investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Heron Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by Heron Financial Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $4.2M 17k 254.48
2023-03-31 $3.9M 17k 235.41
2022-12-31 $26M 120k 218.83
2022-06-30 $750k 3.5k 217.33
2021-03-31 $210k 873 240.55

More positions owned by Heron Financial Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Min Vl (EFAV)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus 2000 Val Etf (IWN)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)
Thermo Fisher Scientific (TMO)

View all positions for Heron Financial Group

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Northern Trust
Bank of America Corporation
Family Firm
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Ameriprise Financial
UBS Group
Evensky & Katz
Colony
_Sentinel Trust Company, LBA______________

View all funds holding iShares Russell 3000 Index