HIP
HUB Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Sell |
20,307
-2,061
| -9% | -$445K | 0.15% | 127 |
|
|
2025
Q1 | $4.46M | Buy |
22,368
+57
| +0.3% | +$11.4K | 0.18% | 113 |
|
|
2024
Q4 | $4.93M | Buy |
22,311
+1,857
| +9% | +$410K | 0.21% | 109 |
|
|
2024
Q3 | $4.52M | Sell |
20,454
-4,781
| -19% | -$1.06M | 0.2% | 111 |
|
|
2024
Q2 | $5.12M | Buy |
25,235
+346
| +1% | +$70.2K | 0.19% | 105 |
|
|
2024
Q1 | $5.23M | Buy |
24,889
+7,391
| +42% | +$1.55M | 0.29% | 92 |
|
|
2023
Q4 | $3.51M | Buy |
17,498
+7,760
| +80% | +$1.56M | 0.24% | 103 |
|
|
2023
Q3 | $1.72M | Sell |
9,738
-13,240
| -58% | -$2.34M | 0.26% | 77 |
|
|
2023
Q2 | $4.3M | Buy |
22,978
+3,037
| +15% | +$569K | 0.71% | 35 |
|
|
2023
Q1 | $3.56M | Buy |
19,941
+4,212
| +27% | +$751K | 0.74% | 35 |
|
|
2022
Q4 | $2.74M | Buy |
15,729
+2,720
| +21% | +$474K | 0.6% | 31 |
|
|
2022
Q3 | $2.15M | Sell |
13,009
-19,883
| -60% | -$3.28M | 0.65% | 42 |
|
|
2022
Q2 | $5.57M | Buy |
32,892
+18,487
| +128% | +$3.13M | 1.74% | 9 |
|
|
2022
Q1 | $2.96M | Sell |
14,405
-12,393
| -46% | -$2.54M | 0.7% | 26 |
|
|
2021
Q4 | $5.96M | Sell |
26,798
-504
| -2% | -$112K | 1.39% | 12 |
|
|
2021
Q3 | $5.97M | Buy |
27,302
+446
| +2% | +$97.6K | 1.42% | 10 |
|
|
2021
Q2 | $6.16M | Buy |
26,856
+1,136
| +4% | +$261K | 1.65% | 8 |
|
|
2021
Q1 | $5.68M | Buy |
25,720
+521
| +2% | +$115K | 1.68% | 7 |
|
|
2020
Q4 | $3.78M | Buy |
+25,199
| New | +$3.78M | 1.72% | 13 |
|