HGA
Hobbs Group 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 | $222K | Hold |
2,410
| – | – | 0.08% | 135 |
|
|
2025
Q1 | $205K | Buy |
+2,410
| New | +$205K | 0.08% | 142 |
|
|
2024
Q4 | – | Sell |
-1,585
| Closed | -$140K | – | 387 |
|
|
2024
Q3 | $140K | Hold |
1,585
| – | – | 0.05% | 169 |
|
|
2024
Q2 | $129K | Buy |
+1,585
| New | +$129K | 0.05% | 170 |
|
|
2023
Q4 | $123K | Buy |
+1,585
| New | +$123K | 0.05% | 146 |
|