HWA
Hilltop Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
37,626
+2,367
| +7% | +$224K | 2% | 10 |
|
|
2025
Q1 | $3.25M | Buy |
35,259
+1,195
| +4% | +$110K | 1.84% | 12 |
|
|
2024
Q4 | $3.15M | Buy |
34,064
+471
| +1% | +$43.6K | 1.59% | 15 |
|
|
2024
Q3 | $3.21M | Sell |
33,593
-585
| -2% | -$55.9K | 1.5% | 16 |
|
|
2024
Q2 | $3.01M | Buy |
34,178
+18
| +0.1% | +$1.59K | 1.51% | 15 |
|
|
2024
Q1 | $3.09M | Buy |
34,160
+565
| +2% | +$51.1K | 1.58% | 16 |
|
|
2023
Q4 | $2.83M | Buy |
33,595
+2,535
| +8% | +$214K | 1.62% | 15 |
|
|
2023
Q3 | $2.32M | Buy |
31,060
+2,277
| +8% | +$170K | 1.79% | 13 |
|
|
2023
Q2 | $2.25M | Buy |
28,783
+3,131
| +12% | +$245K | 1.66% | 14 |
|
|
2023
Q1 | $1.89M | Buy |
25,652
+5,819
| +29% | +$429K | 1.52% | 16 |
|
|
2022
Q4 | $1.4M | Buy |
19,833
+6,038
| +44% | +$426K | 1.19% | 18 |
|
|
2022
Q3 | $864K | Buy |
13,795
+9,854
| +250% | +$617K | 0.89% | 19 |
|
|
2022
Q2 | $264K | Buy |
+3,941
| New | +$264K | 0.26% | 24 |
|