HFS
Hoge Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4M | Buy |
112,795
+5,223
| +5% | +$1.78M | 23.85% | 1 |
|
|
2025
Q1 | $33M | Buy |
107,572
+4,266
| +4% | +$1.31M | 23.07% | 1 |
|
|
2024
Q4 | $33.3M | Buy |
103,306
+468
| +0.5% | +$151K | 24.37% | 1 |
|
|
2024
Q3 | $32.3M | Buy |
102,838
+1,808
| +2% | +$568K | 24.35% | 1 |
|
|
2024
Q2 | $30.1M | Buy |
101,030
+1,738
| +2% | +$517K | 24.63% | 1 |
|
|
2024
Q1 | $28.6M | Buy |
99,292
+13,273
| +15% | +$3.82M | 23.35% | 1 |
|
|
2023
Q4 | $22.6M | Buy |
+86,019
| New | +$22.6M | 22.62% | 1 |
|