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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$937K	Sell	11,830 -2,175	-16%	-$177K	0.37%	52
2021 Q2	$1.13M	Sell	14,005 -253	-2%	-$20.3K	0.45%	41
2021 Q1	$1.12M	Hold	14,258	–	–	0.47%	41
2020 Q4	$1.03M	Sell	14,258 -1,966	-12%	-$131K	0.44%	41
2020 Q3	$970K	Buy	16,224 +396	+3%	+$23.6K	0.48%	41
2020 Q2	$886K	Hold	15,828	–	–	0.49%	42
2020 Q1	$706K	Hold	15,828	–	–	0.48%	44
2019 Q4	$942K	Sell	15,828 -252	-2%	-$14.4K	0.51%	45
2019 Q3	$900K	Sell	16,080 -2,132	-12%	-$120K	0.56%	41
2019 Q2	$1.03M	Hold	18,212	–	–	0.61%	38
2019 Q1	$998K	Hold	18,212	–	–	0.59%	39
2018 Q4	$871K	Hold	18,212	–	–	0.6%	37
2018 Q3	$1.06M	Hold	18,212	–	–	0.66%	33
2018 Q2	$1.02M	Sell	18,212 -436	-2%	-$24.4K	0.67%	37
2018 Q1	$1.02M	Hold	18,648	–	–	0.71%	36
2017 Q4	$1.01M	Hold	18,648	–	–	0.63%	40
2017 Q3	$943K	Hold	18,648	–	–	0.62%	41
2017 Q2	$917K	Sell	18,648 -7,000	-27%	-$340K	0.63%	39
2017 Q1	$1.22M	Hold	25,648	–	–	0.89%	32
2016 Q4	$1.17M	Sell	25,648 -220	-0.9%	-$9.69K	0.85%	33
2016 Q3	$1.13M	Buy	25,868 +240	+0.9%	+$10.5K	0.84%	35
2016 Q2	$1.08M	Hold	25,628	–	–	0.89%	29
2016 Q1	$1.04M	Hold	25,628	–	–	0.89%	30
2015 Q4	$1.03M	Buy	+25,628	New	+$1.05M	0.87%	32

Other funds holding IJK

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Hochman Cole Investment Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 16% in Q3 2021, selling an estimated $177K and leaving 11,830 shares worth $937K. The position accounts for 0.37% of the portfolio, ranked #52.

Hochman Cole Investment Advisors first reported a position in IJK in Q4 2015 and has held it in 24 quarters since. The position peaked at $1.22M in Q1 2017. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Hochman Cole Investment Advisors held 11,830 shares of iShares S&P Mid-Cap 400 Growth ETF worth $937K as of Q3 2021.
Hochman Cole Investment Advisors sold 2,175 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $177K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.37% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #52 holding.
Hochman Cole Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 24 quarters since.
Hochman Cole Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.22M in Q1 2017.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

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