HWA
HHM Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $75.8K | Hold |
265
| – | – | 0.01% | 313 |
|
2025
Q1 | $67.7K | Hold |
265
| – | – | 0.01% | 311 |
|
2024
Q4 | $76.3K | Hold |
265
| – | – | 0.01% | 295 |
|
2024
Q3 | $75.3K | Hold |
265
| – | – | 0.01% | 287 |
|
2024
Q2 | $69.6K | Hold |
265
| – | – | 0.01% | 294 |
|
2024
Q1 | $71.8K | Hold |
265
| – | – | 0.01% | 254 |
|
2023
Q4 | $66.8K | Hold |
265
| – | – | 0.01% | 253 |
|
2023
Q3 | $59.4K | Hold |
265
| – | – | 0.01% | 258 |
|
2023
Q2 | $64.3K | Hold |
265
| – | – | 0.01% | 252 |
|
2023
Q1 | $60.1K | Hold |
265
| – | – | 0.01% | 254 |
|
2022
Q4 | $56.8K | Buy |
+265
| New | +$56.8K | 0.01% | 228 |
|
2020
Q3 | – | Sell |
-200
| Closed | -$41K | – | 524 |
|
2020
Q2 | $41K | Hold |
200
| – | – | 0.02% | 244 |
|
2020
Q1 | $32K | Buy |
+200
| New | +$32K | 0.02% | 245 |
|