CPIA
Cornell Pochily Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
27,493
+1,394
| +5% | +$210K | 1.35% | 18 |
|
|
2025
Q1 | $3.32M | Buy |
26,099
+1,061
| +4% | +$135K | 1.17% | 19 |
|
|
2024
Q4 | $3.49M | Buy |
25,038
+1,679
| +7% | +$234K | 1.22% | 20 |
|
|
2024
Q3 | $3.08M | Buy |
23,359
+2,261
| +11% | +$298K | 1.07% | 24 |
|
|
2024
Q2 | $2.69M | Buy |
21,098
+2,279
| +12% | +$291K | 1.02% | 24 |
|
|
2024
Q1 | $2.21M | Sell |
18,819
-605
| -3% | -$70.9K | 0.88% | 29 |
|
|
2023
Q4 | $2.02M | Buy |
19,424
+1,718
| +10% | +$179K | 0.84% | 30 |
|
|
2023
Q3 | $1.68M | Buy |
17,706
+653
| +4% | +$61.9K | 0.73% | 37 |
|
|
2023
Q2 | $1.67M | Buy |
17,053
+97
| +0.6% | +$9.47K | 0.68% | 42 |
|
|
2023
Q1 | $1.51M | Buy |
16,956
+957
| +6% | +$85K | 0.64% | 42 |
|
|
2022
Q4 | $1.3M | Buy |
15,999
+172
| +1% | +$14K | 0.58% | 52 |
|
|
2022
Q3 | $1.27M | Buy |
15,827
+561
| +4% | +$45K | 0.56% | 50 |
|
|
2022
Q2 | $1.28M | Buy |
15,266
+5,139
| +51% | +$430K | 0.57% | 54 |
|
|
2022
Q1 | $1.07M | Buy |
10,127
+397
| +4% | +$41.9K | 0.42% | 75 |
|
|
2021
Q4 | $1.13M | Buy |
9,730
+428
| +5% | +$49.5K | 0.44% | 66 |
|
|
2021
Q3 | $953K | Buy |
9,302
+613
| +7% | +$62.8K | 0.41% | 69 |
|
|
2021
Q2 | $877K | Buy |
8,689
+394
| +5% | +$39.8K | 0.39% | 74 |
|
|
2021
Q1 | $753K | Buy |
8,295
+432
| +5% | +$39.2K | 0.36% | 77 |
|
|
2020
Q4 | $697K | Buy |
7,863
+143
| +2% | +$12.7K | 0.34% | 76 |
|
|
2020
Q3 | $617K | Buy |
7,720
+782
| +11% | +$62.5K | 0.35% | 78 |
|
|
2020
Q2 | $499K | Buy |
6,938
+717
| +12% | +$51.6K | 0.31% | 81 |
|
|
2020
Q1 | $355K | Sell |
6,221
-11
| -0.2% | -$628 | 0.26% | 92 |
|
|
2019
Q4 | $422K | Buy |
6,232
+872
| +16% | +$59K | 0.25% | 93 |
|
|
2019
Q3 | $337K | Buy |
5,360
+501
| +10% | +$31.5K | 0.22% | 101 |
|
|
2019
Q2 | $305 | Buy |
4,859
+1,008
| +26% | +$63 | 0.08% | 119 |
|
|
2019
Q1 | $232K | Buy |
+3,851
| New | +$232K | 0.16% | 117 |
|