HCIA
IWM icon

Hochman Cole Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Hochman Cole Investment Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$2.38M Sell
10,859
-1,196
-10% -$265K 0.93% 26
2021
Q2 		$2.77M Sell
12,055
-116
-1% -$26.1K 1.1% 24
2021
Q1 		$2.69M Sell
12,171
-52
-0.4% -$11.4K 1.13% 24
2020
Q4 		$2.4M Sell
12,223
-471
-4% -$82.4K 1.03% 25
2020
Q3 		$1.9M Sell
12,694
-469
-4% -$70.6K 0.94% 25
2020
Q2 		$1.89M Sell
13,163
-172
-1% -$22.6K 1.04% 27
2020
Q1 		$1.53M Sell
13,335
-240
-2% -$35.8K 1.05% 27
2019
Q4 		$2.25M Sell
13,575
-10
-0.1% -$1.58K 1.23% 24
2019
Q3 		$2.06M Sell
13,585
-1,247
-8% -$190K 1.28% 23
2019
Q2 		$2.31M Buy
14,832
+100
+0.7% +$15.4K 1.38% 21
2019
Q1 		$2.25M Buy
14,732
+106
+0.7% +$15.9K 1.34% 21
2018
Q4 		$1.96M Buy
14,626
+364
+3% +$54.3K 1.35% 22
2018
Q3 		$2.4M Hold
14,262
– – 1.5% 19
2018
Q2 		$2.34M Buy
14,262
+150
+1% +$24K 1.54% 19
2018
Q1 		$2.14M Sell
14,112
-571
-4% -$88.2K 1.5% 21
2017
Q4 		$2.24M Buy
14,683
+73
+0.5% +$11K 1.41% 22
2017
Q3 		$2.17M Buy
14,610
+5
+0% +$704 1.42% 23
2017
Q2 		$2.06M Sell
14,605
-1,068
-7% -$148K 1.42% 22
2017
Q1 		$2.15M Buy
15,673
+120
+0.8% +$16.4K 1.57% 20
2016
Q4 		$2.1M Buy
15,553
+99
+0.6% +$12.7K 1.52% 21
2016
Q3 		$1.92M Buy
15,454
+1,418
+10% +$172K 1.43% 22
2016
Q2 		$1.61M Buy
14,036
+273
+2% +$30.8K 1.32% 22
2016
Q1 		$1.52M Sell
13,763
-365
-3% -$37.8K 1.3% 23
2015
Q4 		$1.59M Buy
+14,128
New +$1.63M 1.35% 23

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Hochman Cole Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 9.9% in Q3 2021, selling an estimated $265K and leaving 10,859 shares worth $2.38M. The position accounts for 0.93% of the portfolio, ranked #26.

Hochman Cole Investment Advisors first reported a position in IWM in Q4 2015 and has held it in 24 quarters since. The position peaked at $2.77M in Q2 2021. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

  • Hochman Cole Investment Advisors held 10,859 shares of iShares Russell 2000 ETF worth $2.38M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 1,196 iShares Russell 2000 ETF shares in Q3 2021, an estimated $265K.
  • iShares Russell 2000 ETF made up 0.93% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #26 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's iShares Russell 2000 ETF position peaked at $2.77M in Q2 2021.
  • 1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

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