HIP
HUB Investment Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
1,850
-256
| -12% | -$40.4K | 0.01% | 476 |
|
|
2025
Q1 | $318K | Sell |
2,106
-5
| -0.2% | -$755 | 0.01% | 398 |
|
|
2024
Q4 | $347K | Buy |
2,111
+594
| +39% | +$97.5K | 0.01% | 366 |
|
|
2024
Q3 | $253K | Sell |
1,517
-57
| -4% | -$9.51K | 0.01% | 416 |
|
|
2024
Q2 | $240K | Sell |
1,574
-383
| -20% | -$58.3K | 0.01% | 396 |
|
|
2024
Q1 | $311K | Sell |
1,957
-74
| -4% | -$11.8K | 0.02% | 347 |
|
|
2023
Q4 | $315K | Buy |
2,031
+29
| +1% | +$4.5K | 0.02% | 298 |
|
|
2023
Q3 | $271K | Sell |
2,002
-1,143
| -36% | -$155K | 0.04% | 196 |
|
|
2023
Q2 | $443K | Sell |
3,145
-107
| -3% | -$15.1K | 0.07% | 142 |
|
|
2023
Q1 | $446K | Sell |
3,252
-34
| -1% | -$4.66K | 0.09% | 131 |
|
|
2022
Q4 | $456K | Sell |
3,286
-23
| -0.7% | -$3.19K | 0.1% | 75 |
|
|
2022
Q3 | $427K | Sell |
3,309
-1,521
| -31% | -$196K | 0.13% | 110 |
|
|
2022
Q2 | $658K | Sell |
4,830
-436
| -8% | -$59.4K | 0.21% | 94 |
|
|
2022
Q1 | $850K | Sell |
5,266
-5,783
| -52% | -$933K | 0.2% | 89 |
|
|
2021
Q4 | $1.84M | Sell |
11,049
-528
| -5% | -$87.7K | 0.43% | 63 |
|
|
2021
Q3 | $1.86M | Sell |
11,577
-1,384
| -11% | -$222K | 0.44% | 59 |
|
|
2021
Q2 | $2.15M | Sell |
12,961
-1,173
| -8% | -$194K | 0.57% | 50 |
|
|
2021
Q1 | $2.25M | Buy |
+14,134
| New | +$2.25M | 0.66% | 39 |
|