HWA
HHM 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 | $1.32M | Hold |
3,105
| – | – | 0.16% | 57 |
|
|
2025
Q1 | $1.12M | Hold |
3,105
| – | – | 0.15% | 63 |
|
|
2024
Q4 | $1.25M | Buy |
3,105
+2,992
| +2,648% | +$1.2M | 0.17% | 61 |
|
|
2024
Q3 | $42.4K | Hold |
113
| – | – | 0.01% | 364 |
|
|
2024
Q2 | $41.2K | Buy |
113
+36
| +47% | +$13.1K | 0.01% | 364 |
|
|
2024
Q1 | $26K | Buy |
77
+16
| +26% | +$5.39K | ﹤0.01% | 379 |
|
|
2023
Q4 | $18.5K | Buy |
+61
| New | +$18.5K | ﹤0.01% | 418 |
|
|
2021
Q3 | – | Sell |
-238
| Closed | -$65K | – | 637 |
|
|
2021
Q2 | $65K | Sell |
238
-5
| -2% | -$1.37K | 0.02% | 257 |
|
|
2021
Q1 | $59K | Buy |
+243
| New | +$59K | 0.02% | 256 |
|