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Hochman Cole Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Hochman Cole Investment Advisors’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$616K Hold
11,715
– – 0.24% 69
2021
Q2 		$630K Sell
11,715
-100
-0.8% -$5.4K 0.25% 65
2021
Q1 		$615K Buy
11,815
+590
+5% +$29.5K 0.26% 65
2020
Q4 		$516K Hold
11,225
– – 0.22% 73
2020
Q3 		$416K Sell
11,225
-850
-7% -$31.8K 0.2% 74
2020
Q2 		$429K Sell
12,075
-550
-4% -$18.3K 0.24% 73
2020
Q1 		$363K Buy
12,625
+780
+7% +$29K 0.25% 68
2019
Q4 		$488K Sell
11,845
-665
-5% -$26.4K 0.27% 67
2019
Q3 		$483K Buy
12,510
+125
+1% +$4.8K 0.3% 62
2019
Q2 		$481K Hold
12,385
– – 0.29% 64
2019
Q1 		$469K Hold
12,385
– – 0.28% 71
2018
Q4 		$411K Buy
12,385
+35
+0.3% +$1.28K 0.28% 67
2018
Q3 		$497K Hold
12,350
– – 0.31% 57
2018
Q2 		$481K Hold
12,350
– – 0.32% 58
2018
Q1 		$463K Sell
12,350
-385
-3% -$14.7K 0.32% 55
2017
Q4 		$483K Sell
12,735
-2,390
-16% -$88.4K 0.3% 55
2017
Q3 		$541K Hold
15,125
– – 0.35% 51
2017
Q2 		$526K Sell
15,125
-575
-4% -$19.9K 0.36% 52
2017
Q1 		$538K Sell
15,700
-605
-4% -$20.6K 0.39% 49
2016
Q4 		$539K Hold
16,305
– – 0.39% 51
2016
Q3 		$505K Buy
16,305
+2,985
+22% +$92.3K 0.38% 52
2016
Q2 		$398K Hold
13,320
– – 0.33% 53
2016
Q1 		$384K Hold
13,320
– – 0.33% 53
2015
Q4 		$371K Buy
+13,320
New +$381K 0.31% 53

Other funds holding IJH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Hochman Cole Investment Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2021 at 11,715 shares worth $616K. The position accounts for 0.24% of the portfolio, ranked #69.

Hochman Cole Investment Advisors first reported a position in IJH in Q4 2015 and has held it in 24 quarters since. The position peaked at $630K in Q2 2021. 1,640 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

  • Hochman Cole Investment Advisors held 11,715 shares of iShares Core S&P Mid-Cap ETF worth $616K as of Q3 2021.
  • Hochman Cole Investment Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2021.
  • iShares Core S&P Mid-Cap ETF made up 0.24% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #69 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $630K in Q2 2021.
  • 1,640 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

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