Hochman Cole Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$501K	Sell	1,164 -22	-2%	-$9.75K	0.2%	76
2021 Q2	$510K	Buy	1,186 +150	+14%	+$62.8K	0.2%	76
2021 Q1	$412K	Buy	1,036 +316	+44%	+$122K	0.17%	85
2020 Q4	$270K	Hold	720	–	–	0.12%	100
2020 Q3	$242K	Hold	720	–	–	0.12%	102
2020 Q2	$223K	Buy	+720	New	+$211K	0.12%	98
2020 Q1	–	Sell	-737	Closed	-$238K	–	113
2019 Q4	$238K	Hold	737	–	–	0.13%	105
2019 Q3	$220K	Hold	737	–	–	0.14%	101
2019 Q2	$217K	Buy	737 +17	+2%	+$4.93K	0.13%	107
2019 Q1	$205K	Buy	+720	New	+$197K	0.12%	109

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Hochman Cole Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q3 2021, selling an estimated $9.75K and leaving 1,164 shares worth $501K. The position accounts for 0.2% of the portfolio, ranked #76.

Hochman Cole Investment Advisors first reported a position in IVV in Q1 2019 and has held it in 10 quarters since. The position peaked at $510K in Q2 2021. 2,259 funds tracked by Wall St. Rank hold IVV as of Q3 2021.

Hochman Cole Investment Advisors held 1,164 shares of iShares Core S&P 500 ETF worth $501K as of Q3 2021.
Hochman Cole Investment Advisors sold 22 iShares Core S&P 500 ETF shares in Q3 2021, an estimated $9.75K.
iShares Core S&P 500 ETF made up 0.2% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #76 holding.
Hochman Cole Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 10 quarters since.
Hochman Cole Investment Advisors's iShares Core S&P 500 ETF position peaked at $510K in Q2 2021.
2,259 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2021.

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