HCIA
Hochman Cole Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.47M | Sell |
16,300
-970
| -6% | -$266K | 1.75% | 14 |
|
|
2021
Q2 | $4.69M | Buy |
17,270
+597
| +4% | +$162K | 1.87% | 13 |
|
|
2021
Q1 | $4.05M | Sell |
16,673
-414
| -2% | -$101K | 1.7% | 16 |
|
|
2020
Q4 | $4.12M | Sell |
17,087
-641
| -4% | -$155K | 1.77% | 15 |
|
|
2020
Q3 | $3.85M | Sell |
17,728
-121
| -0.7% | -$26.2K | 1.89% | 15 |
|
|
2020
Q2 | $3.43M | Sell |
17,849
-61
| -0.3% | -$11.7K | 1.89% | 16 |
|
|
2020
Q1 | $2.7M | Sell |
17,910
-162
| -0.9% | -$24.4K | 1.85% | 16 |
|
|
2019
Q4 | $3.18M | Sell |
18,072
-330
| -2% | -$58K | 1.73% | 17 |
|
|
2019
Q3 | $2.94M | Sell |
18,402
-3,380
| -16% | -$540K | 1.83% | 15 |
|
|
2019
Q2 | $3.43M | Sell |
21,782
-518
| -2% | -$81.5K | 2.04% | 12 |
|
|
2019
Q1 | $3.38M | Buy |
22,300
+1
| +0% | +$151 | 2.01% | 13 |
|
|
2018
Q4 | $2.92M | Buy |
22,299
+1
| +0% | +$131 | 2.01% | 15 |
|
|
2018
Q3 | $3.48M | Buy |
22,298
+1
| +0% | +$156 | 2.17% | 12 |
|
|
2018
Q2 | $3.21M | Buy |
22,297
+315
| +1% | +$45.3K | 2.11% | 13 |
|
|
2018
Q1 | $2.99M | Sell |
21,982
-567
| -3% | -$77.2K | 2.09% | 14 |
|
|
2017
Q4 | $3.04M | Sell |
22,549
-410
| -2% | -$55.2K | 1.91% | 16 |
|
|
2017
Q3 | $2.87M | Sell |
22,959
-162
| -0.7% | -$20.3K | 1.88% | 18 |
|
|
2017
Q2 | $2.75M | Buy |
23,121
+4,148
| +22% | +$494K | 1.9% | 17 |
|
|
2017
Q1 | $2.16M | Sell |
18,973
-6,032
| -24% | -$686K | 1.57% | 19 |
|
|
2016
Q4 | $2.62M | Sell |
25,005
-272
| -1% | -$28.5K | 1.9% | 18 |
|
|
2016
Q3 | $2.63M | Sell |
25,277
-168
| -0.7% | -$17.5K | 1.96% | 16 |
|
|
2016
Q2 | $2.55M | Buy |
25,445
+93
| +0.4% | +$9.34K | 2.09% | 17 |
|
|
2016
Q1 | $2.53M | Sell |
25,352
-2,573
| -9% | -$257K | 2.16% | 16 |
|
|
2015
Q4 | $2.78M | Buy |
+27,925
| New | +$2.78M | 2.36% | 16 |
|