HCIA
IJR icon

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

Hochman Cole Investment Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$996K Sell
9,119
-122
-1% -$13.4K 0.39% 47
2021
Q2 		$1.04M Buy
9,241
+1,063
+13% +$119K 0.42% 45
2021
Q1 		$888K Sell
8,178
-384
-4% -$40.2K 0.37% 48
2020
Q4 		$787K Sell
8,562
-264
-3% -$21.7K 0.34% 51
2020
Q3 		$620K Sell
8,826
-141
-2% -$10.1K 0.31% 55
2020
Q2 		$612K Buy
8,967
+808
+10% +$51K 0.34% 55
2020
Q1 		$458K Sell
8,159
-310
-4% -$23.1K 0.31% 59
2019
Q4 		$710K Sell
8,469
-70
-0.8% -$5.63K 0.39% 57
2019
Q3 		$665K Buy
8,539
+865
+11% +$67K 0.42% 55
2019
Q2 		$601K Buy
7,674
+2,554
+50% +$198K 0.36% 55
2019
Q1 		$395K Buy
5,120
+94
+2% +$7.22K 0.24% 77
2018
Q4 		$348K Buy
5,026
+887
+21% +$68.6K 0.24% 73
2018
Q3 		$361K Hold
4,139
– – 0.22% 70
2018
Q2 		$345K Buy
4,139
+21
+0.5% +$1.71K 0.23% 66
2018
Q1 		$317K Hold
4,118
– – 0.22% 72
2017
Q4 		$316K Hold
4,118
– – 0.2% 72
2017
Q3 		$306K Sell
4,118
-356
-8% -$24.9K 0.2% 72
2017
Q2 		$314K Hold
4,474
– – 0.22% 69
2017
Q1 		$309K Hold
4,474
– – 0.22% 66
2016
Q4 		$308K Hold
4,474
– – 0.22% 67
2016
Q3 		$278K Buy
4,474
+422
+10% +$25.8K 0.21% 66
2016
Q2 		$235K Hold
4,052
– – 0.19% 64
2016
Q1 		$228K Sell
4,052
-422
-9% -$22K 0.19% 67
2015
Q4 		$246K Buy
+4,474
New +$252K 0.21% 65

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Hochman Cole Investment Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q3 2021, selling an estimated $13.4K and leaving 9,119 shares worth $996K. The position accounts for 0.39% of the portfolio, ranked #47.

Hochman Cole Investment Advisors first reported a position in IJR in Q4 2015 and has held it in 24 quarters since. The position peaked at $1.04M in Q2 2021. 1,811 funds tracked by Wall St. Rank hold IJR as of Q3 2021.

  • Hochman Cole Investment Advisors held 9,119 shares of iShares Core S&P Small-Cap ETF worth $996K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 122 iShares Core S&P Small-Cap ETF shares in Q3 2021, an estimated $13.4K.
  • iShares Core S&P Small-Cap ETF made up 0.39% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #47 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.04M in Q2 2021.
  • 1,811 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2021.

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