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Hochman Cole Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Hochman Cole Investment Advisors’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$4.94M Buy
30,537
+2,250
+8% +$379K 1.93% 13
2021
Q2 		$4.63M Buy
28,287
+3,586
+15% +$552K 1.85% 14
2021
Q1 		$3.72M Buy
24,701
+165
+0.7% +$26.2K 1.56% 18
2020
Q4 		$3.72M Buy
24,536
+527
+2% +$75.3K 1.6% 18
2020
Q3 		$3.25M Buy
24,009
+938
+4% +$127K 1.6% 21
2020
Q2 		$3.15M Buy
23,071
+2,161
+10% +$275K 1.74% 19
2020
Q1 		$2.25M Buy
20,910
+795
+4% +$91.5K 1.55% 22
2019
Q4 		$2.42M Buy
20,115
+847
+4% +$94.5K 1.32% 23
2019
Q3 		$1.92M Sell
19,268
-713
-4% -$74.6K 1.2% 24
2019
Q2 		$2.18M Sell
19,981
-104
-0.5% -$11.1K 1.3% 23
2019
Q1 		$2.25M Buy
20,085
+268
+1% +$29.4K 1.34% 22
2018
Q4 		$1.91M Buy
19,817
+315
+2% +$33.4K 1.31% 23
2018
Q3 		$2.38M Buy
19,502
+558
+3% +$65.7K 1.48% 20
2018
Q2 		$2.08M Buy
18,944
+496
+3% +$53K 1.37% 22
2018
Q1 		$1.97M Sell
18,448
-632
-3% -$70.1K 1.37% 22
2017
Q4 		$2.04M Sell
19,080
-1,305
-6% -$139K 1.28% 24
2017
Q3 		$2.27M Sell
20,385
-1,302
-6% -$139K 1.48% 22
2017
Q2 		$2.24M Buy
21,687
+1,761
+9% +$173K 1.55% 20
2017
Q1 		$1.95M Sell
19,926
-804
-4% -$77K 1.42% 22
2016
Q4 		$1.83M Buy
20,730
+675
+3% +$61.4K 1.33% 22
2016
Q3 		$1.94M Buy
20,055
+1,173
+6% +$112K 1.44% 21
2016
Q2 		$1.62M Buy
18,882
+2,787
+17% +$250K 1.33% 21
2016
Q1 		$1.4M Buy
16,095
+582
+4% +$52K 1.19% 24
2015
Q4 		$1.75M Buy
+15,513
New +$1.68M 1.48% 21

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Hochman Cole Investment Advisors increased its iShares Biotechnology ETF (IBB) stake by 8% in Q3 2021, buying an estimated $379K and bringing the position to 30,537 shares worth $4.94M. The position accounts for 1.93% of the portfolio, ranked #13.

Hochman Cole Investment Advisors first reported a position in IBB in Q4 2015 and has held it in 24 quarters since. 855 funds tracked by Wall St. Rank hold IBB as of Q3 2021.

  • Hochman Cole Investment Advisors held 30,537 shares of iShares Biotechnology ETF worth $4.94M as of Q3 2021.
  • Hochman Cole Investment Advisors bought 2,250 iShares Biotechnology ETF shares in Q3 2021, an estimated $379K.
  • iShares Biotechnology ETF made up 1.93% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #13 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Biotechnology ETF in Q4 2015 and has held it in 24 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2021.

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