HWA
HHM Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Hold |
1,660
| – | – | 0.02% | 227 |
|
|
2025
Q1 | $162K | Hold |
1,660
| – | – | 0.02% | 214 |
|
|
2024
Q4 | $180K | Hold |
1,660
| – | – | 0.02% | 197 |
|
|
2024
Q3 | $179K | Hold |
1,660
| – | – | 0.03% | 186 |
|
|
2024
Q2 | $161K | Hold |
1,660
| – | – | 0.02% | 198 |
|
|
2024
Q1 | $171K | Hold |
1,660
| – | – | 0.03% | 163 |
|
|
2023
Q4 | $171K | Hold |
1,660
| – | – | 0.03% | 153 |
|
|
2023
Q3 | $148K | Sell |
1,660
-2,075
| -56% | -$185K | 0.03% | 158 |
|
|
2023
Q2 | $355K | Hold |
3,735
| – | – | 0.07% | 90 |
|
|
2023
Q1 | $350K | Hold |
3,735
| – | – | 0.07% | 86 |
|
|
2022
Q4 | $341K | Hold |
3,735
| – | – | 0.08% | 82 |
|
|
2022
Q3 | $308K | Hold |
3,735
| – | – | 0.08% | 77 |
|
|
2022
Q2 | $333K | Buy |
3,735
+2,075
| +125% | +$185K | 0.09% | 82 |
|
|
2022
Q1 | $170K | Hold |
1,660
| – | – | 0.04% | 158 |
|
|
2021
Q4 | $173K | Hold |
1,660
| – | – | 0.04% | 152 |
|
|
2021
Q3 | $167K | Hold |
1,660
| – | – | 0.05% | 149 |
|
|
2021
Q2 | $175K | Hold |
1,660
| – | – | 0.05% | 150 |
|
|
2021
Q1 | $167K | Hold |
1,660
| – | – | 0.05% | 131 |
|
|
2020
Q4 | $135K | Buy |
+1,660
| New | +$135K | 0.05% | 136 |
|