IWA
IBEX Wealth Advisors’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
201,325
+6,437
| +3% | +$353K | 1.18% | 21 |
|
|
2025
Q1 | $10.7M | Buy |
194,888
+1,280
| +0.7% | +$70.3K | 1.42% | 20 |
|
|
2024
Q4 | $10.2M | Buy |
+193,608
| New | +$10.2M | 1.2% | 20 |
|
|
2024
Q3 | – | Sell |
-188,637
| Closed | -$10.2M | – | 159 |
|
|
2024
Q2 | $10.2M | Sell |
188,637
-46,471
| -20% | -$2.52M | 1.6% | 13 |
|
|
2024
Q1 | $8.58M | Buy |
235,108
+234,891
| +108,245% | +$8.58M | 2.33% | 11 |
|
|
2023
Q4 | $10.5K | Sell |
217
-218,963
| -100% | -$10.6M | 2.28% | 8 |
|
|
2023
Q3 | $9.44M | Buy |
+219,180
| New | +$9.44M | 2.4% | 7 |
|
|
2023
Q1 | $8.32M | Buy |
235,994
+886
| +0.4% | +$31.2K | 2.16% | 11 |
|
|
2022
Q4 | $8.58M | Sell |
235,108
-5,898
| -2% | -$215K | 1.94% | 12 |
|
|
2022
Q3 | $10.3M | Sell |
241,006
-4,912
| -2% | -$209K | 2.66% | 3 |
|
|
2022
Q2 | $8.69M | Buy |
245,918
+12,032
| +5% | +$425K | 2% | 7 |
|
|
2022
Q1 | $6.09M | Buy |
233,886
+34,497
| +17% | +$898K | 1.17% | 28 |
|
|
2021
Q4 | $4.7M | Buy |
+199,389
| New | +$4.7M | 0.83% | 40 |
|