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