Hochman Cole Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$387K	Hold	3,760	–	–	0.15%	89
2021 Q2	$396K	Hold	3,760	–	–	0.16%	86
2021 Q1	$383K	Hold	3,760	–	–	0.16%	88
2020 Q4	$324K	Hold	3,760	–	–	0.14%	89
2020 Q3	$254K	Hold	3,760	–	–	0.13%	98
2020 Q2	$250K	Hold	3,760	–	–	0.14%	92
2020 Q1	$206K	Hold	3,760	–	–	0.14%	98
2019 Q4	$321K	Hold	3,760	–	–	0.17%	86
2019 Q3	$301K	Hold	3,760	–	–	0.19%	85
2019 Q2	$300K	Hold	3,760	–	–	0.18%	90
2019 Q1	$295K	Hold	3,760	–	–	0.18%	89
2018 Q4	$260K	Hold	3,760	–	–	0.18%	92
2018 Q3	$315K	Hold	3,760	–	–	0.2%	81
2018 Q2	$305K	Hold	3,760	–	–	0.2%	79
2018 Q1	$290K	Hold	3,760	–	–	0.2%	82
2017 Q4	$301K	Hold	3,760	–	–	0.19%	77
2017 Q3	$287K	Hold	3,760	–	–	0.19%	76
2017 Q2	$279K	Hold	3,760	–	–	0.19%	73
2017 Q1	$279K	Hold	3,760	–	–	0.2%	74
2016 Q4	$273K	Hold	3,760	–	–	0.2%	71
2016 Q3	$250K	Buy	3,760 +362	+11%	+$23.9K	0.19%	70
2016 Q2	$218K	Hold	3,398	–	–	0.18%	69
2016 Q1	$211K	Sell	3,398 -362	-10%	-$20.5K	0.18%	73
2015 Q4	$220K	Buy	+3,760	New	+$228K	0.19%	67

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Hochman Cole Investment Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2021 at 3,760 shares worth $387K. The position accounts for 0.15% of the portfolio, ranked #89.

Hochman Cole Investment Advisors first reported a position in IJJ in Q4 2015 and has held it in 24 quarters since. The position peaked at $396K in Q2 2021. 610 funds tracked by Wall St. Rank hold IJJ as of Q3 2021.

Hochman Cole Investment Advisors held 3,760 shares of iShares S&P Mid-Cap 400 Value ETF worth $387K as of Q3 2021.
Hochman Cole Investment Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2021.
iShares S&P Mid-Cap 400 Value ETF made up 0.15% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #89 holding.
Hochman Cole Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and has held it in 24 quarters since.
Hochman Cole Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $396K in Q2 2021.
610 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2021.

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