HPIA
Hamilton Point Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Buy |
2,284
+6
| +0.3% | +$2.55K | 0.16% | 72 |
|
|
2025
Q1 | $823K | Hold |
2,278
| – | – | 0.15% | 76 |
|
|
2024
Q4 | $915K | Hold |
2,278
| – | – | 0.16% | 74 |
|
|
2024
Q3 | $855K | Sell |
2,278
-100
| -4% | -$37.5K | 0.15% | 72 |
|
|
2024
Q2 | $867K | Hold |
2,378
| – | – | 0.16% | 71 |
|
|
2024
Q1 | $802K | Hold |
2,378
| – | – | 0.15% | 75 |
|
|
2023
Q4 | $721K | Sell |
2,378
-98
| -4% | -$29.7K | 0.14% | 77 |
|
|
2023
Q3 | $660K | Hold |
2,476
| – | – | 0.16% | 75 |
|
|
2023
Q2 | $681K | Sell |
2,476
-10
| -0.4% | -$2.75K | 0.16% | 74 |
|
|
2023
Q1 | $607K | Buy |
+2,486
| New | +$607K | 0.15% | 75 |
|