IWA
Inspirion Wealth Advisors’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
566,484
+18,686
| +3% | +$454K | 1.82% | 16 |
|
|
2025
Q1 | $13.2M | Buy |
547,798
+46,484
| +9% | +$1.12M | 1.83% | 15 |
|
|
2024
Q4 | $11.2M | Buy |
501,314
+57,227
| +13% | +$1.28M | 1.56% | 16 |
|
|
2024
Q3 | $10M | Buy |
444,087
+46,707
| +12% | +$1.06M | 1.4% | 16 |
|
|
2024
Q2 | $8.94M | Buy |
397,380
+37,683
| +10% | +$848K | 1.37% | 16 |
|
|
2024
Q1 | $7.97M | Buy |
359,697
+66,007
| +22% | +$1.46M | 1.32% | 16 |
|
|
2023
Q4 | $6.09M | Buy |
293,690
+7,578
| +3% | +$157K | 1.1% | 18 |
|
|
2023
Q3 | $6.57M | Buy |
286,112
+87,728
| +44% | +$2.01M | 1.28% | 17 |
|
|
2023
Q2 | $4.22M | Buy |
+198,384
| New | +$4.22M | 0.81% | 22 |
|