Hochman Cole Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $472K | Hold |
4,609
| – | – | 0.18% | 79 |
|
2021
Q2 | $465K | Hold |
4,609
| – | – | 0.19% | 80 |
|
2021
Q1 | $418K | Hold |
4,609
| – | – | 0.18% | 82 |
|
2020
Q4 | $409K | Hold |
4,609
| – | – | 0.18% | 83 |
|
2020
Q3 | $369K | Hold |
4,609
| – | – | 0.18% | 79 |
|
2020
Q2 | $331K | Hold |
4,609
| – | – | 0.18% | 84 |
|
2020
Q1 | $263K | Hold |
4,609
| – | – | 0.18% | 84 |
|
2019
Q4 | $312K | Hold |
4,609
| – | – | 0.17% | 89 |
|
2019
Q3 | $290K | Hold |
4,609
| – | – | 0.18% | 88 |
|
2019
Q2 | $289K | Hold |
4,609
| – | – | 0.17% | 91 |
|
2019
Q1 | $278K | Hold |
4,609
| – | – | 0.17% | 93 |
|
2018
Q4 | $243K | Hold |
4,609
| – | – | 0.17% | 95 |
|
2018
Q3 | $286K | Hold |
4,609
| – | – | 0.18% | 86 |
|
2018
Q2 | $264K | Hold |
4,609
| – | – | 0.17% | 89 |
|
2018
Q1 | $252K | Hold |
4,609
| – | – | 0.18% | 86 |
|
2017
Q4 | $248K | Sell |
4,609
-743
| -14% | -$40K | 0.16% | 86 |
|
2017
Q3 | $270K | Hold |
5,352
| – | – | 0.18% | 80 |
|
2017
Q2 | $258K | Hold |
5,352
| – | – | 0.18% | 77 |
|
2017
Q1 | $248K | Hold |
5,352
| – | – | 0.18% | 77 |
|
2016
Q4 | $230K | Hold |
5,352
| – | – | 0.17% | 81 |
|
2016
Q3 | $228K | Hold |
5,352
| – | – | 0.17% | 75 |
|
2016
Q2 | $219K | Hold |
5,352
| – | – | 0.18% | 68 |
|
2016
Q1 | $217K | Hold |
5,352
| – | – | 0.19% | 71 |
|
2015
Q4 | $217K | Buy |
+5,352
| New | +$217K | 0.18% | 69 |
|