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Hochman Cole Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hochman Cole Investment Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$248K Hold
2,210
– – 0.1% 117
2021
Q2 		$250K Hold
2,210
– – 0.1% 109
2021
Q1 		$226K Hold
2,210
– – 0.09% 121
2020
Q4 		$227K Buy
+2,210
New +$210K 0.1% 112

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Hochman Cole Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2021 at 2,210 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #117.

Hochman Cole Investment Advisors first reported a position in IWP in Q4 2020 and has held it in 4 quarters since. The position peaked at $250K in Q2 2021. 835 funds tracked by Wall St. Rank hold IWP as of Q3 2021.

  • Hochman Cole Investment Advisors held 2,210 shares of iShares Russell Mid-Cap Growth ETF worth $248K as of Q3 2021.
  • Hochman Cole Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2021.
  • iShares Russell Mid-Cap Growth ETF made up 0.1% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #117 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 4 quarters since.
  • Hochman Cole Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $250K in Q2 2021.
  • 835 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2021.

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