HWA
HHM Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Buy |
558
+11
| +2% | +$2.37K | 0.01% | 257 |
|
|
2025
Q1 | $109K | Hold |
547
| – | – | 0.01% | 260 |
|
|
2024
Q4 | $121K | Buy |
547
+1
| +0.2% | +$221 | 0.02% | 244 |
|
|
2024
Q3 | $121K | Hold |
546
| – | – | 0.02% | 231 |
|
|
2024
Q2 | $111K | Hold |
546
| – | – | 0.02% | 232 |
|
|
2024
Q1 | $115K | Hold |
546
| – | – | 0.02% | 196 |
|
|
2023
Q4 | $110K | Buy |
546
+23
| +4% | +$4.61K | 0.02% | 200 |
|
|
2023
Q3 | $92.4K | Hold |
523
| – | – | 0.02% | 200 |
|
|
2023
Q2 | $97.9K | Hold |
523
| – | – | 0.02% | 206 |
|
|
2023
Q1 | $93.3K | Buy |
523
+1
| +0.2% | +$178 | 0.02% | 205 |
|
|
2022
Q4 | $91.1K | Buy |
522
+505
| +2,971% | +$88.1K | 0.02% | 180 |
|
|
2022
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 579 |
|
|
2022
Q2 | $3K | Sell |
17
-93
| -85% | -$16.4K | ﹤0.01% | 710 |
|
|
2022
Q1 | $23K | Hold |
110
| – | – | 0.01% | 424 |
|
|
2021
Q4 | $25K | Buy |
+110
| New | +$25K | 0.01% | 398 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | -$4K | – | 523 |
|
|
2020
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 423 |
|
|
2020
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 417 |
|