HGA
Hobbs Group 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 | $531K | Sell |
5,616
-265
| -5% | -$25.1K | 0.18% | 89 |
|
|
2025
Q1 | $543K | Buy |
5,881
+1
| +0% | +$92 | 0.21% | 87 |
|
|
2024
Q4 | $544K | Buy |
5,880
+361
| +7% | +$33.4K | 0.2% | 88 |
|
|
2024
Q3 | $527K | Buy |
5,519
+2
| +0% | +$191 | 0.19% | 80 |
|
|
2024
Q2 | $486K | Buy |
+5,517
| New | +$486K | 0.18% | 85 |
|
|
2023
Q4 | $500K | Buy |
+5,931
| New | +$500K | 0.22% | 72 |
|