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Hochman Cole Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Hochman Cole Investment Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$3.99M Sell
16,498
-266
-2% -$66.1K 1.56% 18
2021
Q2 		$4.06M Sell
16,764
-59
-0.4% -$13.9K 1.62% 17
2021
Q1 		$3.77M Sell
16,823
-86
-0.5% -$18.8K 1.58% 17
2020
Q4 		$3.58M Sell
16,909
-794
-4% -$158K 1.54% 21
2020
Q3 		$3.31M Sell
17,703
-354
-2% -$65.4K 1.63% 19
2020
Q2 		$3.1M Sell
18,057
-311
-2% -$50.3K 1.71% 20
2020
Q1 		$2.6M Sell
18,368
-56
-0.3% -$9.47K 1.78% 17
2019
Q4 		$3.29M Sell
18,424
-680
-4% -$116K 1.79% 16
2019
Q3 		$3.14M Sell
19,104
-2,346
-11% -$385K 1.96% 13
2019
Q2 		$3.49M Sell
21,450
-133
-0.6% -$21.3K 2.08% 11
2019
Q1 		$3.4M Buy
21,583
+315
+1% +$47.6K 2.02% 11
2018
Q4 		$2.95M Sell
21,268
-746
-3% -$112K 2.03% 13
2018
Q3 		$3.56M Sell
22,014
-214
-1% -$34K 2.22% 11
2018
Q2 		$3.38M Sell
22,228
-617
-3% -$93K 2.22% 11
2018
Q1 		$3.35M Sell
22,845
-2,384
-9% -$362K 2.34% 10
2017
Q4 		$3.75M Sell
25,229
-1,449
-5% -$210K 2.36% 12
2017
Q3 		$3.73M Sell
26,678
-2,333
-8% -$320K 2.44% 10
2017
Q2 		$3.92M Sell
29,011
-1,275
-4% -$170K 2.71% 10
2017
Q1 		$3.98M Sell
30,286
-7,342
-20% -$951K 2.89% 9
2016
Q4 		$4.68M Sell
37,628
-161
-0.4% -$19.6K 3.39% 7
2016
Q3 		$4.55M Buy
37,789
+265
+0.7% +$31.9K 3.39% 7
2016
Q2 		$4.39M Sell
37,524
-956
-2% -$110K 3.59% 7
2016
Q1 		$4.39M Sell
38,480
-1,405
-4% -$152K 3.74% 6
2015
Q4 		$4.52M Buy
+39,885
New +$4.56M 3.83% 7

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Hochman Cole Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.6% in Q3 2021, selling an estimated $66.1K and leaving 16,498 shares worth $3.99M. The position accounts for 1.56% of the portfolio, ranked #18.

Hochman Cole Investment Advisors first reported a position in IWB in Q4 2015 and has held it in 24 quarters since. The position peaked at $4.68M in Q4 2016. 935 funds tracked by Wall St. Rank hold IWB as of Q3 2021.

  • Hochman Cole Investment Advisors held 16,498 shares of iShares Russell 1000 ETF worth $3.99M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 266 iShares Russell 1000 ETF shares in Q3 2021, an estimated $66.1K.
  • iShares Russell 1000 ETF made up 1.56% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #18 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's iShares Russell 1000 ETF position peaked at $4.68M in Q4 2016.
  • 935 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2021.

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