HHRDM
H&H Retirement Design & Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Buy |
10,100
+653
| +7% | +$226K | 1.92% | 17 |
|
|
2025
Q1 | $2.66M | Buy |
9,447
+60
| +0.6% | +$16.9K | 1.77% | 17 |
|
|
2024
Q4 | $3.1M | Sell |
9,387
-384
| -4% | -$127K | 1.88% | 17 |
|
|
2024
Q3 | $3.11M | Buy |
9,771
+628
| +7% | +$200K | 1.83% | 17 |
|
|
2024
Q2 | $2.78M | Sell |
9,143
-58
| -0.6% | -$17.6K | 1.72% | 17 |
|
|
2024
Q1 | $2.53M | Sell |
9,201
-1,836
| -17% | -$504K | 1.67% | 17 |
|
|
2023
Q4 | $3.03M | Sell |
11,037
-660
| -6% | -$181K | 1.91% | 17 |
|
|
2023
Q3 | $2.77M | Sell |
11,697
-250
| -2% | -$59.2K | 1.92% | 17 |
|
|
2023
Q2 | $2.96M | Sell |
11,947
-604
| -5% | -$150K | 1.97% | 18 |
|
|
2023
Q1 | $2.85M | Buy |
+12,551
| New | +$2.85M | 1.81% | 17 |
|