Hochman Cole Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $754K | Hold |
4,819
| – | – | 0.3% | 65 |
|
|
2021
Q2 | $764K | Buy |
4,819
+377
| +8% | +$59.8K | 0.31% | 61 |
|
|
2021
Q1 | $673K | Hold |
4,442
| – | – | 0.28% | 63 |
|
|
2020
Q4 | $607K | Sell |
4,442
-73
| -2% | -$9.98K | 0.26% | 63 |
|
|
2020
Q3 | $533K | Sell |
4,515
-171
| -4% | -$20.2K | 0.26% | 62 |
|
|
2020
Q2 | $528K | Buy |
4,686
+56
| +1% | +$6.31K | 0.29% | 63 |
|
|
2020
Q1 | $459K | Hold |
4,630
| – | – | 0.32% | 58 |
|
|
2019
Q4 | $632K | Sell |
4,630
-600
| -11% | -$81.9K | 0.34% | 58 |
|
|
2019
Q3 | $671K | Sell |
5,230
-1,673
| -24% | -$215K | 0.42% | 54 |
|
|
2019
Q2 | $878K | Hold |
6,903
| – | – | 0.52% | 43 |
|
|
2019
Q1 | $852K | Hold |
6,903
| – | – | 0.51% | 48 |
|
|
2018
Q4 | $767K | Hold |
6,903
| – | – | 0.53% | 45 |
|
|
2018
Q3 | $874K | Sell |
6,903
-203
| -3% | -$25.7K | 0.54% | 44 |
|
|
2018
Q2 | $863K | Hold |
7,106
| – | – | 0.57% | 46 |
|
|
2018
Q1 | $853K | Sell |
7,106
-206
| -3% | -$24.7K | 0.6% | 43 |
|
|
2017
Q4 | $909K | Sell |
7,312
-556
| -7% | -$69.1K | 0.57% | 45 |
|
|
2017
Q3 | $933K | Sell |
7,868
-468
| -6% | -$55.5K | 0.61% | 42 |
|
|
2017
Q2 | $971K | Sell |
8,336
-85
| -1% | -$9.9K | 0.67% | 38 |
|
|
2017
Q1 | $968K | Buy |
8,421
+1
| +0% | +$115 | 0.7% | 39 |
|
|
2016
Q4 | $943K | Buy |
8,420
+2
| +0% | +$224 | 0.68% | 40 |
|
|
2016
Q3 | $889K | Buy |
8,418
+523
| +7% | +$55.2K | 0.66% | 40 |
|
|
2016
Q2 | $815K | Hold |
7,895
| – | – | 0.67% | 39 |
|
|
2016
Q1 | $780K | Sell |
7,895
-523
| -6% | -$51.7K | 0.66% | 38 |
|
|
2015
Q4 | $824K | Buy |
+8,418
| New | +$824K | 0.7% | 40 |
|