HWA
HHM Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7K | Buy |
+312
| New | +$28.7K | ﹤0.01% | 456 |
|
|
2022
Q4 | – | Sell |
-68
| Closed | -$4K | – | 718 |
|
|
2022
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 554 |
|
|
2022
Q2 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 672 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$11K | – | 525 |
|
|
2020
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 361 |
|
|
2020
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 359 |
|