Hochman Cole Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$937K Sell
11,830
-2,175
-16% -$172K 0.37% 52
2021
Q2
$1.13M Sell
14,005
-253
-2% -$20.5K 0.45% 41
2021
Q1
$1.12M Hold
14,258
0.47% 41
2020
Q4
$1.03M Sell
14,258
-1,966
-12% -$142K 0.44% 41
2020
Q3
$970K Buy
16,224
+396
+3% +$23.7K 0.48% 41
2020
Q2
$886K Hold
15,828
0.49% 42
2020
Q1
$706K Hold
15,828
0.48% 44
2019
Q4
$942K Sell
15,828
-252
-2% -$15K 0.51% 45
2019
Q3
$900K Sell
16,080
-2,132
-12% -$119K 0.56% 41
2019
Q2
$1.03M Hold
18,212
0.61% 38
2019
Q1
$998K Hold
18,212
0.59% 39
2018
Q4
$871K Hold
18,212
0.6% 37
2018
Q3
$1.06M Hold
18,212
0.66% 33
2018
Q2
$1.02M Sell
18,212
-436
-2% -$24.5K 0.67% 37
2018
Q1
$1.02M Hold
18,648
0.71% 36
2017
Q4
$1.01M Hold
18,648
0.63% 40
2017
Q3
$943K Hold
18,648
0.62% 41
2017
Q2
$917K Sell
18,648
-7,000
-27% -$344K 0.63% 39
2017
Q1
$1.22M Hold
25,648
0.89% 32
2016
Q4
$1.17M Sell
25,648
-220
-0.9% -$10K 0.85% 33
2016
Q3
$1.13M Buy
25,868
+240
+0.9% +$10.5K 0.84% 35
2016
Q2
$1.08M Hold
25,628
0.89% 29
2016
Q1
$1.04M Hold
25,628
0.89% 30
2015
Q4
$1.03M Buy
+25,628
New +$1.03M 0.87% 32