HGA
Hobbs Group Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,084
| Closed | -$355K | – | 152 |
|
|
2024
Q4 | $355K | Buy |
3,084
+198
| +7% | +$22.8K | 0.13% | 108 |
|
|
2024
Q3 | $338K | Buy |
2,886
+3
| +0.1% | +$351 | 0.12% | 109 |
|
|
2024
Q2 | $308K | Buy |
+2,883
| New | +$308K | 0.12% | 114 |
|
|
2023
Q4 | $312K | Buy |
+2,878
| New | +$312K | 0.14% | 102 |
|