HAFS
Hapanowicz & Associates Financial Services’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 | $1.39M | Sell |
15,145
-8,320
| -35% | -$765K | 0.7% | 10 |
|
|
2025
Q1 | $2M | Buy |
23,465
+1,341
| +6% | +$114K | 1.11% | 10 |
|
|
2024
Q4 | $1.96M | Sell |
22,124
-583
| -3% | -$51.5K | 0.98% | 11 |
|
|
2024
Q3 | $2M | Buy |
22,707
+56
| +0.2% | +$4.94K | 1.01% | 10 |
|
|
2024
Q2 | $1.84M | Buy |
22,651
+428
| +2% | +$34.7K | 1.05% | 10 |
|
|
2024
Q1 | $1.87M | Buy |
22,223
+604
| +3% | +$50.8K | 1.07% | 11 |
|
|
2023
Q4 | $1.68M | Buy |
21,619
+173
| +0.8% | +$13.4K | 1.04% | 11 |
|
|
2023
Q3 | $1.49M | Sell |
21,446
-127
| -0.6% | -$8.8K | 1.06% | 11 |
|
|
2023
Q2 | $1.58M | Sell |
21,573
-145
| -0.7% | -$10.6K | 1.05% | 11 |
|
|
2023
Q1 | $1.52M | Buy |
21,718
+278
| +1% | +$19.4K | 1.05% | 11 |
|
|
2022
Q4 | $1.45M | Sell |
21,440
-298
| -1% | -$20.1K | 1.05% | 11 |
|
|
2022
Q3 | $1.35M | Buy |
21,738
+296
| +1% | +$18.4K | 1.25% | 9 |
|
|
2022
Q2 | $1.39M | Buy |
21,442
+1,426
| +7% | +$92.2K | 1.08% | 11 |
|
|
2022
Q1 | $1.56M | Sell |
20,016
-137
| -0.7% | -$10.7K | 0.72% | 11 |
|
|
2021
Q4 | $1.67M | Sell |
20,153
-229
| -1% | -$19K | 0.74% | 11 |
|
|
2021
Q3 | $1.59M | Sell |
20,382
-1,333
| -6% | -$104K | 0.69% | 13 |
|
|
2021
Q2 | $1.72M | Sell |
21,715
-12
| -0.1% | -$951 | 0.76% | 12 |
|
|
2021
Q1 | $1.61M | Sell |
21,727
-673
| -3% | -$49.7K | 0.76% | 12 |
|
|
2020
Q4 | $1.54M | Sell |
22,400
-40
| -0.2% | -$2.74K | 0.8% | 12 |
|
|
2020
Q3 | $1.29M | Buy |
22,440
+551
| +3% | +$31.7K | 0.76% | 11 |
|
|
2020
Q2 | $1.17M | Buy |
21,889
+320
| +1% | +$17.1K | 0.74% | 11 |
|
|
2020
Q1 | $932K | Buy |
21,569
+652
| +3% | +$28.2K | 0.66% | 10 |
|
|
2019
Q4 | $1.25M | Sell |
20,917
-290
| -1% | -$17.3K | 0.75% | 11 |
|
|
2019
Q3 | $1.18M | Sell |
21,207
-41
| -0.2% | -$2.28K | 0.75% | 10 |
|
|
2019
Q2 | $1.18M | Sell |
21,248
-992
| -4% | -$55.1K | 0.78% | 12 |
|
|
2019
Q1 | $1.2M | Buy |
22,240
+89
| +0.4% | +$4.79K | 0.8% | 12 |
|
|
2018
Q4 | $1.03M | Buy |
22,151
+16,636
| +302% | +$771K | 0.76% | 12 |
|
|
2018
Q3 | $1.21M | Sell |
5,515
-172
| -3% | -$37.8K | 0.81% | 12 |
|
|
2018
Q2 | $1.21M | Buy |
5,687
+499
| +10% | +$106K | 0.84% | 11 |
|
|
2018
Q1 | $1.05M | Buy |
5,188
+369
| +8% | +$74.7K | 0.77% | 11 |
|
|
2017
Q4 | $1.03M | Buy |
4,819
+257
| +6% | +$54.9K | 0.75% | 11 |
|
|
2017
Q3 | $910K | Buy |
4,562
+659
| +17% | +$131K | 0.7% | 11 |
|
|
2017
Q2 | $743K | Buy |
3,903
+180
| +5% | +$34.3K | 0.62% | 12 |
|
|
2017
Q1 | $693K | Buy |
3,723
+206
| +6% | +$38.3K | 0.61% | 11 |
|
|
2016
Q4 | $640K | Buy |
+3,517
| New | +$640K | 0.6% | 12 |
|