HWA
Heartwood Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Buy |
168,370
+2,326
| +1% | +$309K | 2.34% | 13 |
|
|
2025
Q1 | $20.7M | Sell |
166,044
-6,446
| -4% | -$803K | 2.36% | 13 |
|
|
2024
Q4 | $23.3M | Buy |
172,490
+1,686
| +1% | +$228K | 2.63% | 10 |
|
|
2024
Q3 | $23.8M | Buy |
170,804
+7,752
| +5% | +$1.08M | 2.64% | 12 |
|
|
2024
Q2 | $20.9M | Buy |
163,052
+1,368
| +0.8% | +$176K | 2.5% | 13 |
|
|
2024
Q1 | $21.1M | Buy |
+161,684
| New | +$21.1M | 2.6% | 13 |
|
|
2020
Q1 | – | Sell |
-14,592
| Closed | -$2.82M | – | 73 |
|
|
2019
Q4 | $2.82M | Buy |
+14,592
| New | +$2.82M | 0.54% | 29 |
|