HPIA
Hamilton Point Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
1,973
+8
| +0.4% | +$1.55K | 0.06% | 103 |
|
|
2025
Q1 | $370K | Hold |
1,965
| – | – | 0.07% | 98 |
|
|
2024
Q4 | $364K | Hold |
1,965
| – | – | 0.06% | 99 |
|
|
2024
Q3 | $373K | Hold |
1,965
| – | – | 0.07% | 98 |
|
|
2024
Q2 | $343K | Hold |
1,965
| – | – | 0.07% | 99 |
|
|
2024
Q1 | $352K | Hold |
1,965
| – | – | 0.07% | 99 |
|
|
2023
Q4 | $325K | Hold |
1,965
| – | – | 0.07% | 105 |
|
|
2023
Q3 | $300K | Hold |
1,965
| – | – | 0.07% | 100 |
|
|
2023
Q2 | $310K | Hold |
1,965
| – | – | 0.07% | 101 |
|
|
2023
Q1 | $299K | Buy |
+1,965
| New | +$299K | 0.07% | 97 |
|