HPIA
Hamilton Point Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Hold |
814
| – | – | 0.02% | 132 |
|
|
2025
Q1 | $103K | Hold |
814
| – | – | 0.02% | 127 |
|
|
2024
Q4 | $105K | Hold |
814
| – | – | 0.02% | 127 |
|
|
2024
Q3 | $108K | Hold |
814
| – | – | 0.02% | 130 |
|
|
2024
Q2 | $98.3K | Hold |
814
| – | – | 0.02% | 120 |
|
|
2024
Q1 | $102K | Hold |
814
| – | – | 0.02% | 124 |
|
|
2023
Q4 | $94.7K | Hold |
814
| – | – | 0.02% | 128 |
|
|
2023
Q3 | $85.4K | Hold |
814
| – | – | 0.02% | 122 |
|
|
2023
Q2 | $89.4K | Hold |
814
| – | – | 0.02% | 128 |
|
|
2023
Q1 | $86.4K | Buy |
+814
| New | +$86.4K | 0.02% | 122 |
|