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

Hochman Cole Investment Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$754K Hold
4,819
– – 0.3% 65
2021
Q2 		$764K Buy
4,819
+377
+8% +$59.7K 0.31% 61
2021
Q1 		$673K Hold
4,442
– – 0.28% 63
2020
Q4 		$607K Sell
4,442
-73
-2% -$9.36K 0.26% 63
2020
Q3 		$533K Sell
4,515
-171
-4% -$20.3K 0.26% 62
2020
Q2 		$528K Buy
4,686
+56
+1% +$6.16K 0.29% 63
2020
Q1 		$459K Hold
4,630
– – 0.32% 58
2019
Q4 		$632K Sell
4,630
-600
-11% -$79.1K 0.34% 58
2019
Q3 		$671K Sell
5,230
-1,673
-24% -$213K 0.42% 54
2019
Q2 		$878K Hold
6,903
– – 0.52% 43
2019
Q1 		$852K Hold
6,903
– – 0.51% 48
2018
Q4 		$767K Hold
6,903
– – 0.53% 45
2018
Q3 		$874K Sell
6,903
-203
-3% -$25.5K 0.54% 44
2018
Q2 		$863K Hold
7,106
– – 0.57% 46
2018
Q1 		$853K Sell
7,106
-206
-3% -$25.7K 0.6% 43
2017
Q4 		$909K Sell
7,312
-556
-7% -$67.4K 0.57% 45
2017
Q3 		$933K Sell
7,868
-468
-6% -$54.5K 0.61% 42
2017
Q2 		$971K Sell
8,336
-85
-1% -$9.78K 0.67% 38
2017
Q1 		$968K Buy
8,421
+1
+0% +$115 0.7% 39
2016
Q4 		$943K Buy
8,420
+2
+0% +$216 0.68% 40
2016
Q3 		$889K Buy
8,418
+523
+7% +$55.1K 0.66% 40
2016
Q2 		$815K Hold
7,895
– – 0.67% 39
2016
Q1 		$780K Sell
7,895
-523
-6% -$49K 0.66% 38
2015
Q4 		$824K Buy
+8,418
New +$835K 0.7% 40

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Hochman Cole Investment Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2021 at 4,819 shares worth $754K. The position accounts for 0.3% of the portfolio, ranked #65.

Hochman Cole Investment Advisors first reported a position in IWD in Q4 2015 and has held it in 24 quarters since. The position peaked at $971K in Q2 2017. 1,227 funds tracked by Wall St. Rank hold IWD as of Q3 2021.

  • Hochman Cole Investment Advisors held 4,819 shares of iShares Russell 1000 Value ETF worth $754K as of Q3 2021.
  • Hochman Cole Investment Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2021.
  • iShares Russell 1000 Value ETF made up 0.3% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #65 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's iShares Russell 1000 Value ETF position peaked at $971K in Q2 2017.
  • 1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2021.

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