HWA
HCR Wealth 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 | $1.03M | Sell |
4,755
-134
| -3% | -$28.9K | 0.12% | 100 |
|
|
2025
Q1 | $975K | Hold |
4,889
| – | – | 0.13% | 104 |
|
|
2024
Q4 | $1.08M | Buy |
4,889
+90
| +2% | +$19.9K | 0.14% | 98 |
|
|
2024
Q3 | $1.06M | Buy |
4,799
+255
| +6% | +$56.3K | 0.14% | 99 |
|
|
2024
Q2 | $922K | Buy |
4,544
+261
| +6% | +$53K | 0.13% | 101 |
|
|
2024
Q1 | $901K | Buy |
4,283
+285
| +7% | +$59.9K | 0.14% | 102 |
|
|
2023
Q4 | $803K | Buy |
+3,998
| New | +$803K | 0.13% | 100 |
|
|
2021
Q1 | – | Sell |
-688
| Closed | -$135K | – | 217 |
|
|
2020
Q4 | $135K | Hold |
688
| – | – | 0.03% | 180 |
|
|
2020
Q3 | $103K | Hold |
688
| – | – | 0.02% | 166 |
|
|
2020
Q2 | $98K | Sell |
688
-195
| -22% | -$27.8K | 0.02% | 164 |
|
|
2020
Q1 | $101K | Sell |
883
-652
| -42% | -$74.6K | 0.03% | 157 |
|
|
2019
Q4 | $254K | Buy |
1,535
+50
| +3% | +$8.27K | 0.06% | 138 |
|
|
2019
Q3 | $227K | Sell |
1,485
-67
| -4% | -$10.2K | 0.08% | 139 |
|
|
2019
Q2 | $241K | Buy |
1,552
+121
| +8% | +$18.8K | 0.07% | 141 |
|
|
2019
Q1 | $218K | Buy |
+1,431
| New | +$218K | 0.06% | 157 |
|
|
2018
Q4 | – | Sell |
-2,384
| Closed | -$388K | – | 163 |
|
|
2018
Q3 | $388K | Sell |
2,384
-94
| -4% | -$15.3K | 0.13% | 114 |
|
|
2018
Q2 | $413K | Sell |
2,478
-50
| -2% | -$8.33K | 0.14% | 121 |
|
|
2018
Q1 | $384K | Buy |
2,528
+165
| +7% | +$25.1K | 0.13% | 123 |
|
|
2017
Q4 | $360K | Buy |
2,363
+785
| +50% | +$120K | 0.13% | 123 |
|
|
2017
Q3 | $234K | Hold |
1,578
| – | – | 0.1% | 142 |
|
|
2017
Q2 | $222K | Sell |
1,578
-73
| -4% | -$10.3K | 0.11% | 126 |
|
|
2017
Q1 | $227K | Buy |
1,651
+149
| +10% | +$20.5K | 0.12% | 134 |
|
|
2016
Q4 | $203K | Buy |
+1,502
| New | +$203K | 0.11% | 137 |
|