HPIA
Hamilton Point Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Sell |
1,555
-117
| -7% | -$10.8K | 0.02% | 130 |
|
|
2025
Q1 | $142K | Hold |
1,672
| – | – | 0.03% | 125 |
|
|
2024
Q4 | $148K | Hold |
1,672
| – | – | 0.03% | 125 |
|
|
2024
Q3 | $147K | Hold |
1,672
| – | – | 0.03% | 127 |
|
|
2024
Q2 | $136K | Hold |
1,672
| – | – | 0.03% | 118 |
|
|
2024
Q1 | $141K | Hold |
1,672
| – | – | 0.03% | 121 |
|
|
2023
Q4 | $130K | Hold |
1,672
| – | – | 0.03% | 126 |
|
|
2023
Q3 | $116K | Hold |
1,672
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $122K | Hold |
1,672
| – | – | 0.03% | 124 |
|
|
2023
Q1 | $117K | Buy |
+1,672
| New | +$117K | 0.03% | 118 |
|