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

Hochman Cole Investment Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$962K Hold
12,295
– – 0.38% 48
2021
Q2 		$974K Hold
12,295
– – 0.39% 49
2021
Q1 		$909K Sell
12,295
-871
-7% -$63K 0.38% 46
2020
Q4 		$903K Sell
13,166
-294
-2% -$18.7K 0.39% 45
2020
Q3 		$772K Sell
13,460
-303
-2% -$17.2K 0.38% 47
2020
Q2 		$738K Hold
13,763
– – 0.41% 48
2020
Q1 		$594K Hold
13,763
– – 0.41% 48
2019
Q4 		$821K Hold
13,763
– – 0.45% 51
2019
Q3 		$770K Sell
13,763
-723
-5% -$40.4K 0.48% 49
2019
Q2 		$809K Sell
14,486
-2,250
-13% -$123K 0.48% 47
2019
Q1 		$903K Hold
16,736
– – 0.54% 43
2018
Q4 		$778K Hold
16,736
– – 0.54% 44
2018
Q3 		$923K Hold
16,736
– – 0.57% 41
2018
Q2 		$888K Buy
16,736
+1,668
+11% +$87.8K 0.58% 43
2018
Q1 		$778K Sell
15,068
-280
-2% -$14.8K 0.54% 44
2017
Q4 		$799K Hold
15,348
– – 0.5% 46
2017
Q3 		$756K Buy
15,348
+228
+2% +$11K 0.5% 46
2017
Q2 		$726K Buy
15,120
+12
+0.1% +$569 0.5% 46
2017
Q1 		$707K Sell
15,108
-412
-3% -$19.1K 0.51% 45
2016
Q4 		$694K Buy
15,520
+8
+0.1% +$350 0.5% 45
2016
Q3 		$676K Buy
15,512
+12
+0.1% +$520 0.5% 45
2016
Q2 		$652K Buy
15,500
+16
+0.1% +$661 0.53% 45
2016
Q1 		$631K Buy
15,484
+16
+0.1% +$609 0.54% 45
2015
Q4 		$620K Buy
+15,468
New +$630K 0.53% 46

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Hochman Cole Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2021 at 12,295 shares worth $962K. The position accounts for 0.38% of the portfolio, ranked #48.

Hochman Cole Investment Advisors first reported a position in IWR in Q4 2015 and has held it in 24 quarters since. The position peaked at $974K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • Hochman Cole Investment Advisors held 12,295 shares of iShares Russell Mid-Cap ETF worth $962K as of Q3 2021.
  • Hochman Cole Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2021.
  • iShares Russell Mid-Cap ETF made up 0.38% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #48 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $974K in Q2 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

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