HWA
Heartwood Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
2,253
-64
| -3% | -$12.4K | 0.05% | 115 |
|
|
2025
Q1 | $436K | Sell |
2,317
-9
| -0.4% | -$1.69K | 0.05% | 107 |
|
|
2024
Q4 | $431K | Hold |
2,326
| – | – | 0.05% | 100 |
|
|
2024
Q3 | $441K | Sell |
2,326
-62
| -3% | -$11.8K | 0.05% | 104 |
|
|
2024
Q2 | $417K | Hold |
2,388
| – | – | 0.05% | 106 |
|
|
2024
Q1 | $428K | Sell |
2,388
-72
| -3% | -$12.9K | 0.05% | 95 |
|
|
2023
Q4 | $407K | Hold |
2,460
| – | – | 0.05% | 92 |
|
|
2023
Q3 | $373K | Buy |
+2,460
| New | +$373K | 0.06% | 95 |
|