IUSG β€” ISHARES TR CORE S&P U S GROWTH ETF

Ownership history in Hudock, Inc.  Β·  15 quarters on record

This page tracks every 13F SEC filing in which Hudock, Inc. reported a position in ISHARES TR CORE S&P U S GROWTH ETF (IUSG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.49% (2025 Q3)
πŸ“Š Avg. % of fund
2.57%
πŸ“… First filed
2018 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
15

Position Intelligence

Hudock, Inc. Γ— IUSG AI Analytics

πŸ“ˆ Hudock, Inc. outperformed the S&P 500 by +3.1% annually on this IUSG position. Timing score: 58% (7/12 decisions correct). Average cost basis: $93.60. Maximum drawdown during holding period: –8.7%.

πŸ“ˆ Position Alpha vs SPY
+3.1%
annualised excess return

βœ… Outperformed SPY on this position by 3.1% ann.
13 quarters analyzed

⏱️ Timing Score
58%

βœ… Decent timing β€” more right than wrong on entries and exits.
7 of 12 add/trim decisions correct

πŸ’° Entry Quality
$93.60
+79.2% vs current ($167.76)

Best entry: $86.81 (2023 Q1)  Β·  Worst: $167.76 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–8.7%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
43%
buy-side decisions

6 adds Β· 8 trims. Bought during 0 of 3 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Hudock, Inc. has been actively increasing its IUSG allocation β€” a bullish signal from insiders.
Currently 3.47% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    IUSG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 140,284 +479 +0.3% 3.47% $23.6M $167.76
2025 Q3 REDUCED 139,805 -3,323 -2.3% 3.49% $23.0M $164.10
2025 Q2 ADDED 143,128 +14,928 +11.6% 3.46% $21.5M $149.77
2025 Q1 REDUCED 128,200 -5,502 -4.1% 2.85% $16.3M $126.36
2024 Q4 REDUCED 133,702 -1,218 -0.9% 3.25% $18.6M $138.38
2024 Q3 REDUCED 134,920 -498 -0.4% 3.07% $17.8M $130.76
2024 Q2 ADDED 135,418 +1,351 +1.0% 3.22% $17.3M $126.13
2024 Q1 REDUCED 134,067 -1,690 -1.2% 3.46% $15.7M $115.83
2023 Q4 ADDED 135,757 +1,196 +0.9% 3.03% $14.1M $102.73
2023 Q3 REDUCED 134,561 -1,458 -1.1% 3.04% $12.8M $93.29
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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