Hochman Cole Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Hochman Cole Investment Advisors’s Portfolio IGV Stock Details IGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$858K	Hold	10,745	–	–	0.34%	57
2021 Q2	$838K	Hold	10,745	–	–	0.33%	56
2021 Q1	$734K	Hold	10,745	–	–	0.31%	59
2020 Q4	$761K	Sell	10,745 -1,325	-11%	-$87.8K	0.33%	53
2020 Q3	$751K	Buy	+12,070	New	+$725K	0.37%	49

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Hochman Cole Investment Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2021 at 10,745 shares worth $858K. The position accounts for 0.34% of the portfolio, ranked #57.

Hochman Cole Investment Advisors first reported a position in IGV in Q3 2020 and has held it in 5 quarters since. 388 funds tracked by Wall St. Rank hold IGV as of Q3 2021.

Hochman Cole Investment Advisors held 10,745 shares of iShares Expanded Tech-Software Sector ETF worth $858K as of Q3 2021.
Hochman Cole Investment Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2021.
iShares Expanded Tech-Software Sector ETF made up 0.34% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #57 holding.
Hochman Cole Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and has held it in 5 quarters since.
388 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2021.

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