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

Hochman Cole Investment Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$287K Hold
2,537
– – 0.11% 110
2021
Q2 		$292K Hold
2,537
– – 0.12% 103
2021
Q1 		$277K Hold
2,537
– – 0.12% 105
2020
Q4 		$246K Sell
2,537
-172
-6% -$15.5K 0.11% 109
2020
Q3 		$219K Hold
2,709
– – 0.11% 106
2020
Q2 		$207K Buy
+2,709
New +$197K 0.11% 102
2020
Q1 		– Sell
-2,881
Closed -$273K – 114
2019
Q4 		$273K Hold
2,881
– – 0.15% 97
2019
Q3 		$258K Sell
2,881
-110
-4% -$9.74K 0.16% 92
2019
Q2 		$267K Sell
2,991
-286
-9% -$25.1K 0.16% 98
2019
Q1 		$285K Hold
3,277
– – 0.17% 92
2018
Q4 		$250K Hold
3,277
– – 0.17% 93
2018
Q3 		$296K Hold
3,277
– – 0.18% 85
2018
Q2 		$290K Buy
3,277
+286
+10% +$25.1K 0.19% 82
2018
Q1 		$259K Hold
2,991
– – 0.18% 85
2017
Q4 		$267K Buy
2,991
+90
+3% +$7.82K 0.17% 84
2017
Q3 		$246K Hold
2,901
– – 0.16% 82
2017
Q2 		$244K Hold
2,901
– – 0.17% 79
2017
Q1 		$241K Hold
2,901
– – 0.18% 80
2016
Q4 		$233K Hold
2,901
– – 0.17% 80
2016
Q3 		$223K Hold
2,901
– – 0.17% 76
2016
Q2 		$216K Hold
2,901
– – 0.18% 71
2016
Q1 		$206K Buy
+2,901
New +$191K 0.18% 75

Other funds holding IWS

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 IWS Position: Q3 2021 in Review

Hochman Cole Investment Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2021 at 2,537 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #110.

Hochman Cole Investment Advisors first reported a position in IWS in Q1 2016 and has held it in 22 quarters since. The position peaked at $296K in Q3 2018. 671 funds tracked by Wall St. Rank hold IWS as of Q3 2021.

  • Hochman Cole Investment Advisors held 2,537 shares of iShares Russell Mid-Cap Value ETF worth $287K as of Q3 2021.
  • Hochman Cole Investment Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2021.
  • iShares Russell Mid-Cap Value ETF made up 0.11% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #110 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2016 and has held it in 22 quarters since.
  • Hochman Cole Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $296K in Q3 2018.
  • 671 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2021.

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