HWA
Heartwood Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
2,916
-27
| -0.9% | -$11.5K | 0.13% | 67 |
|
|
2025
Q1 | $1.06M | Sell |
2,943
-107
| -4% | -$38.6K | 0.12% | 70 |
|
|
2024
Q4 | $1.22M | Hold |
3,050
| – | – | 0.14% | 55 |
|
|
2024
Q3 | $1.14M | Sell |
3,050
-19
| -0.6% | -$7.13K | 0.13% | 60 |
|
|
2024
Q2 | $1.12M | Hold |
3,069
| – | – | 0.13% | 56 |
|
|
2024
Q1 | $1.03M | Buy |
3,069
+1,747
| +132% | +$589K | 0.13% | 53 |
|
|
2023
Q4 | $401K | Buy |
1,322
+144
| +12% | +$43.7K | 0.05% | 94 |
|
|
2023
Q3 | $313K | Hold |
1,178
| – | – | 0.05% | 101 |
|
|
2023
Q2 | $324K | Hold |
1,178
| – | – | 0.05% | 106 |
|
|
2023
Q1 | $288K | Buy |
+1,178
| New | +$288K | 0.04% | 104 |
|
|
2022
Q3 | – | Sell |
-920
| Closed | -$201K | – | 116 |
|
|
2022
Q2 | $201K | Hold |
920
| – | – | 0.03% | 115 |
|
|
2022
Q1 | $255K | Hold |
920
| – | – | 0.04% | 102 |
|
|
2021
Q4 | $281K | Hold |
920
| – | – | 0.04% | 90 |
|
|
2021
Q3 | $252K | Hold |
920
| – | – | 0.04% | 86 |
|
|
2021
Q2 | $250K | Hold |
920
| – | – | 0.04% | 87 |
|
|
2021
Q1 | $224K | Hold |
920
| – | – | 0.04% | 80 |
|
|
2020
Q4 | $222K | Buy |
+920
| New | +$222K | 0.04% | 78 |
|