Hochman Cole Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$233K	Hold	1,602	–	–	0.09%	119
2021 Q2	$237K	Hold	1,602	–	–	0.09%	115
2021 Q1	$226K	Hold	1,602	–	–	0.09%	120
2020 Q4	$205K	Sell	1,602 -234	-13%	-$28.3K	0.09%	118
2020 Q3	$206K	Buy	+1,836	New	+$208K	0.1%	110
2020 Q1	–	Sell	-1,836	Closed	-$239K	–	112
2019 Q4	$239K	Hold	1,836	–	–	0.13%	104
2019 Q3	$219K	Sell	1,836 -157	-8%	-$18.4K	0.14%	102
2019 Q2	$232K	Hold	1,993	–	–	0.14%	102
2019 Q1	$225K	Hold	1,993	–	–	0.13%	104
2018 Q4	$202K	Hold	1,993	–	–	0.14%	104
2018 Q3	$231K	Hold	1,993	–	–	0.14%	98
2018 Q2	$219K	Hold	1,993	–	–	0.14%	96
2018 Q1	$218K	Hold	1,993	–	–	0.15%	91
2017 Q4	$228K	Hold	1,993	–	–	0.14%	92
2017 Q3	$215K	Hold	1,993	–	–	0.14%	90
2017 Q2	$209K	Hold	1,993	–	–	0.14%	89
2017 Q1	$207K	Sell	1,993 -472	-19%	-$49K	0.15%	85
2016 Q4	$250K	Hold	2,465	–	–	0.18%	77
2016 Q3	$234K	Hold	2,465	–	–	0.17%	73
2016 Q2	$229K	Hold	2,465	–	–	0.19%	65
2016 Q1	$222K	Hold	2,465	–	–	0.19%	69
2015 Q4	$218K	Buy	+2,465	New	+$220K	0.18%	68

Other funds holding IVE

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Hochman Cole Investment Advisors held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2021 at 1,602 shares worth $233K. The position accounts for 0.09% of the portfolio, ranked #119.

Hochman Cole Investment Advisors first reported a position in IVE in Q4 2015 and has held it in 22 quarters since. The position peaked at $250K in Q4 2016. 934 funds tracked by Wall St. Rank hold IVE as of Q3 2021.

Hochman Cole Investment Advisors held 1,602 shares of iShares S&P 500 Value ETF worth $233K as of Q3 2021.
Hochman Cole Investment Advisors left its iShares S&P 500 Value ETF share count unchanged in Q3 2021.
iShares S&P 500 Value ETF made up 0.09% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #119 holding.
Hochman Cole Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2015 and has held it in 22 quarters since.
Hochman Cole Investment Advisors's iShares S&P 500 Value ETF position peaked at $250K in Q4 2016.
934 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2021.

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