HFA
Hoover Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $11.6M | Sell |
145,891
-1,153
| -0.8% | -$91.4K | 2.06% | 12 |
|
|
2021
Q1 | $11.3M | Sell |
147,044
-9,307
| -6% | -$716K | 2.12% | 11 |
|
|
2020
Q4 | $11.1M | Sell |
156,351
-7,020
| -4% | -$500K | 2.78% | 9 |
|
|
2020
Q3 | $9.38M | Sell |
163,371
-17,292
| -10% | -$992K | 3.09% | 8 |
|
|
2020
Q2 | $9.68M | Buy |
180,663
+6,029
| +3% | +$323K | 3.71% | 7 |
|
|
2020
Q1 | $7.54M | Buy |
174,634
+26,813
| +18% | +$1.16M | 4.17% | 5 |
|
|
2019
Q4 | $8.81M | Buy |
147,821
+38,755
| +36% | +$2.31M | 4.3% | 5 |
|
|
2019
Q3 | $6.1M | Buy |
109,066
+5,590
| +5% | +$313K | 5.43% | 5 |
|
|
2019
Q2 | $5.78M | Buy |
103,476
+692
| +0.7% | +$38.7K | 5.31% | 5 |
|
|
2019
Q1 | $5.55M | Buy |
102,784
+5,346
| +5% | +$288K | 5.3% | 5 |
|
|
2018
Q4 | $4.53M | Buy |
+97,438
| New | +$4.53M | 4.99% | 5 |
|