HPIA
Hamilton Point Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.7K | Hold |
323
| – | – | 0.01% | 136 |
|
|
2025
Q1 | $64.4K | Hold |
323
| – | – | 0.01% | 131 |
|
|
2024
Q4 | $71.4K | Hold |
323
| – | – | 0.01% | 130 |
|
|
2024
Q3 | $71.3K | Hold |
323
| – | – | 0.01% | 134 |
|
|
2024
Q2 | $65.5K | Hold |
323
| – | – | 0.01% | 123 |
|
|
2024
Q1 | $67.9K | Sell |
323
-2,504
| -89% | -$527K | 0.01% | 126 |
|
|
2023
Q4 | $568K | Buy |
2,827
+211
| +8% | +$42.4K | 0.11% | 84 |
|
|
2023
Q3 | $465K | Hold |
2,616
| – | – | 0.11% | 83 |
|
|
2023
Q2 | $490K | Hold |
2,616
| – | – | 0.12% | 81 |
|
|
2023
Q1 | $467K | Buy |
+2,616
| New | +$467K | 0.11% | 79 |
|