Hochman Cole Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Hochman Cole Investment Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$39.1K	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	+$218K	0.18%	69

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hochman Cole Investment Advisors's IUSG Position: Q3 2021 in Review

Hochman Cole Investment Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2021 at 4,609 shares worth $472K. The position accounts for 0.18% of the portfolio, ranked #79.

Hochman Cole Investment Advisors first reported a position in IUSG in Q4 2015 and has held it in 24 quarters since. 477 funds tracked by Wall St. Rank hold IUSG as of Q3 2021.

Hochman Cole Investment Advisors held 4,609 shares of iShares Core S&P US Growth ETF worth $472K as of Q3 2021.
Hochman Cole Investment Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q3 2021.
iShares Core S&P US Growth ETF made up 0.18% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #79 holding.
Hochman Cole Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2015 and has held it in 24 quarters since.
477 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.