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

Hochman Cole Investment Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$4.47M Sell
65,200
-3,880
-6% -$274K 1.75% 14
2021
Q2 		$4.69M Buy
69,080
+2,388
+4% +$154K 1.87% 13
2021
Q1 		$4.05M Sell
66,692
-1,656
-2% -$101K 1.7% 16
2020
Q4 		$4.12M Sell
68,348
-2,564
-4% -$146K 1.77% 15
2020
Q3 		$3.85M Sell
70,912
-484
-0.7% -$25.5K 1.89% 15
2020
Q2 		$3.43M Sell
71,396
-244
-0.3% -$10.8K 1.89% 16
2020
Q1 		$2.7M Sell
71,640
-648
-0.9% -$27.9K 1.85% 16
2019
Q4 		$3.18M Sell
72,288
-1,320
-2% -$55.1K 1.73% 17
2019
Q3 		$2.94M Sell
73,608
-13,520
-16% -$542K 1.83% 15
2019
Q2 		$3.43M Sell
87,128
-2,072
-2% -$80.2K 2.04% 12
2019
Q1 		$3.38M Buy
89,200
+4
+0% +$144 2.01% 13
2018
Q4 		$2.92M Buy
89,196
+4
+0% +$141 2.01% 15
2018
Q3 		$3.48M Buy
89,192
+4
+0% +$151 2.17% 12
2018
Q2 		$3.21M Buy
89,188
+1,260
+1% +$44.5K 2.11% 13
2018
Q1 		$2.99M Sell
87,928
-2,268
-3% -$79.5K 2.09% 14
2017
Q4 		$3.04M Sell
90,196
-1,640
-2% -$53.7K 1.91% 16
2017
Q3 		$2.87M Sell
91,836
-648
-0.7% -$19.8K 1.88% 18
2017
Q2 		$2.75M Buy
92,484
+16,592
+22% +$487K 1.9% 17
2017
Q1 		$2.16M Sell
75,892
-24,128
-24% -$669K 1.57% 19
2016
Q4 		$2.62M Sell
100,020
-1,088
-1% -$28.2K 1.9% 18
2016
Q3 		$2.63M Sell
101,108
-672
-0.7% -$17.5K 1.96% 16
2016
Q2 		$2.55M Buy
101,780
+372
+0.4% +$9.29K 2.09% 17
2016
Q1 		$2.53M Sell
101,408
-10,292
-9% -$243K 2.16% 16
2015
Q4 		$2.78M Buy
+111,700
New +$2.79M 2.36% 16

Other funds holding IWF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Hochman Cole Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.6% in Q3 2021, selling an estimated $274K and leaving 65,200 shares worth $4.47M. The position accounts for 1.75% of the portfolio, ranked #14.

Hochman Cole Investment Advisors first reported a position in IWF in Q4 2015 and has held it in 24 quarters since. The position peaked at $4.69M in Q2 2021. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

  • Hochman Cole Investment Advisors held 65,200 shares of iShares Russell 1000 Growth ETF worth $4.47M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 3,880 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $274K.
  • iShares Russell 1000 Growth ETF made up 1.75% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #14 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $4.69M in Q2 2021.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

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