HWA
HCR Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Sell |
7,026
-14
| -0.2% | -$1.54K | 0.09% | 115 |
|
|
2025
Q1 | $654K | Buy |
7,040
+3
| +0% | +$278 | 0.09% | 119 |
|
|
2024
Q4 | $714K | Hold |
7,037
| – | – | 0.09% | 116 |
|
|
2024
Q3 | $674K | Hold |
7,037
| – | – | 0.09% | 121 |
|
|
2024
Q2 | $651K | Buy |
7,037
+47
| +0.7% | +$4.35K | 0.09% | 115 |
|
|
2024
Q1 | $590K | Buy |
6,990
+8
| +0.1% | +$676 | 0.09% | 122 |
|
|
2023
Q4 | $524K | Buy |
6,982
+978
| +16% | +$73.4K | 0.08% | 118 |
|
|
2023
Q3 | $411K | Hold |
6,004
| – | – | 0.09% | 114 |
|
|
2023
Q2 | $423K | Buy |
6,004
+100
| +2% | +$7.05K | 0.08% | 123 |
|
|
2023
Q1 | $377K | Hold |
5,904
| – | – | 0.07% | 128 |
|
|
2022
Q4 | $345K | Hold |
5,904
| – | – | 0.07% | 132 |
|
|
2022
Q3 | $342K | Hold |
5,904
| – | – | 0.07% | 132 |
|
|
2022
Q2 | $356K | Hold |
5,904
| – | – | 0.07% | 132 |
|
|
2022
Q1 | $451K | Hold |
5,904
| – | – | 0.07% | 133 |
|
|
2021
Q4 | $494K | Hold |
5,904
| – | – | 0.08% | 138 |
|
|
2021
Q3 | $436K | Hold |
5,904
| – | – | 0.07% | 144 |
|
|
2021
Q2 | $429K | Sell |
5,904
-208
| -3% | -$15.1K | 0.07% | 141 |
|
|
2021
Q1 | $398K | Buy |
+6,112
| New | +$398K | 0.08% | 139 |
|