HCIA
Hochman Cole Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $387K | Hold |
3,760
| – | – | 0.15% | 89 |
|
|
2021
Q2 | $396K | Hold |
3,760
| – | – | 0.16% | 86 |
|
|
2021
Q1 | $383K | Hold |
3,760
| – | – | 0.16% | 88 |
|
|
2020
Q4 | $324K | Buy |
3,760
+1,880
| +100% | +$162K | 0.14% | 89 |
|
|
2020
Q3 | $254K | Hold |
1,880
| – | – | 0.13% | 98 |
|
|
2020
Q2 | $250K | Hold |
1,880
| – | – | 0.14% | 92 |
|
|
2020
Q1 | $206K | Hold |
1,880
| – | – | 0.14% | 98 |
|
|
2019
Q4 | $321K | Hold |
1,880
| – | – | 0.17% | 86 |
|
|
2019
Q3 | $301K | Hold |
1,880
| – | – | 0.19% | 85 |
|
|
2019
Q2 | $300K | Hold |
1,880
| – | – | 0.18% | 90 |
|
|
2019
Q1 | $295K | Hold |
1,880
| – | – | 0.18% | 89 |
|
|
2018
Q4 | $260K | Hold |
1,880
| – | – | 0.18% | 92 |
|
|
2018
Q3 | $315K | Hold |
1,880
| – | – | 0.2% | 81 |
|
|
2018
Q2 | $305K | Hold |
1,880
| – | – | 0.2% | 79 |
|
|
2018
Q1 | $290K | Hold |
1,880
| – | – | 0.2% | 82 |
|
|
2017
Q4 | $301K | Hold |
1,880
| – | – | 0.19% | 77 |
|
|
2017
Q3 | $287K | Hold |
1,880
| – | – | 0.19% | 76 |
|
|
2017
Q2 | $279K | Hold |
1,880
| – | – | 0.19% | 73 |
|
|
2017
Q1 | $279K | Hold |
1,880
| – | – | 0.2% | 74 |
|
|
2016
Q4 | $273K | Hold |
1,880
| – | – | 0.2% | 71 |
|
|
2016
Q3 | $250K | Buy |
1,880
+181
| +11% | +$24.1K | 0.19% | 70 |
|
|
2016
Q2 | $218K | Hold |
1,699
| – | – | 0.18% | 69 |
|
|
2016
Q1 | $211K | Sell |
1,699
-181
| -10% | -$22.5K | 0.18% | 73 |
|
|
2015
Q4 | $220K | Buy |
+1,880
| New | +$220K | 0.19% | 67 |
|