HCIA
Hochman Cole Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.99M | Sell |
16,498
-266
| -2% | -$64.3K | 1.56% | 18 |
|
|
2021
Q2 | $4.06M | Sell |
16,764
-59
| -0.4% | -$14.3K | 1.62% | 17 |
|
|
2021
Q1 | $3.77M | Sell |
16,823
-86
| -0.5% | -$19.3K | 1.58% | 17 |
|
|
2020
Q4 | $3.58M | Sell |
16,909
-794
| -4% | -$168K | 1.54% | 21 |
|
|
2020
Q3 | $3.31M | Sell |
17,703
-354
| -2% | -$66.2K | 1.63% | 19 |
|
|
2020
Q2 | $3.1M | Sell |
18,057
-311
| -2% | -$53.4K | 1.71% | 20 |
|
|
2020
Q1 | $2.6M | Sell |
18,368
-56
| -0.3% | -$7.93K | 1.78% | 17 |
|
|
2019
Q4 | $3.29M | Sell |
18,424
-680
| -4% | -$121K | 1.79% | 16 |
|
|
2019
Q3 | $3.14M | Sell |
19,104
-2,346
| -11% | -$386K | 1.96% | 13 |
|
|
2019
Q2 | $3.49M | Sell |
21,450
-133
| -0.6% | -$21.7K | 2.08% | 11 |
|
|
2019
Q1 | $3.4M | Buy |
21,583
+315
| +1% | +$49.5K | 2.02% | 11 |
|
|
2018
Q4 | $2.95M | Sell |
21,268
-746
| -3% | -$103K | 2.03% | 13 |
|
|
2018
Q3 | $3.56M | Sell |
22,014
-214
| -1% | -$34.6K | 2.22% | 11 |
|
|
2018
Q2 | $3.38M | Sell |
22,228
-617
| -3% | -$93.8K | 2.22% | 11 |
|
|
2018
Q1 | $3.36M | Sell |
22,845
-2,384
| -9% | -$350K | 2.34% | 10 |
|
|
2017
Q4 | $3.75M | Sell |
25,229
-1,449
| -5% | -$215K | 2.36% | 12 |
|
|
2017
Q3 | $3.73M | Sell |
26,678
-2,333
| -8% | -$326K | 2.44% | 10 |
|
|
2017
Q2 | $3.92M | Sell |
29,011
-1,275
| -4% | -$172K | 2.71% | 10 |
|
|
2017
Q1 | $3.98M | Sell |
30,286
-7,342
| -20% | -$964K | 2.89% | 9 |
|
|
2016
Q4 | $4.68M | Sell |
37,628
-161
| -0.4% | -$20K | 3.39% | 7 |
|
|
2016
Q3 | $4.55M | Buy |
37,789
+265
| +0.7% | +$31.9K | 3.39% | 7 |
|
|
2016
Q2 | $4.39M | Sell |
37,524
-956
| -2% | -$112K | 3.59% | 7 |
|
|
2016
Q1 | $4.39M | Sell |
38,480
-1,405
| -4% | -$160K | 3.74% | 6 |
|
|
2015
Q4 | $4.52M | Buy |
+39,885
| New | +$4.52M | 3.83% | 7 |
|