Hochman Cole Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Hochman Cole Investment Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$480K	Hold	1,885	–	–	0.19%	78
2021 Q2	$482K	Hold	1,885	–	–	0.19%	79
2021 Q1	$447K	Hold	1,885	–	–	0.19%	80
2020 Q4	$421K	Hold	1,885	–	–	0.18%	80
2020 Q3	$369K	Sell	1,885 -132	-7%	-$25.5K	0.18%	80
2020 Q2	$363K	Hold	2,017	–	–	0.2%	78
2020 Q1	$299K	Hold	2,017	–	–	0.21%	76
2019 Q4	$380K	Hold	2,017	–	–	0.21%	79
2019 Q3	$350K	Hold	2,017	–	–	0.22%	79
2019 Q2	$348K	Hold	2,017	–	–	0.21%	83
2019 Q1	$336K	Hold	2,017	–	–	0.2%	84
2018 Q4	$296K	Hold	2,017	–	–	0.2%	85
2018 Q3	$348K	Hold	2,017	–	–	0.22%	74
2018 Q2	$327K	Hold	2,017	–	–	0.22%	73
2018 Q1	$315K	Sell	2,017 -296	-13%	-$47.8K	0.22%	73
2017 Q4	$366K	Hold	2,313	–	–	0.23%	64
2017 Q3	$345K	Sell	2,313 -366	-14%	-$53.4K	0.23%	65
2017 Q2	$386K	Buy	+2,679	New	+$381K	0.27%	61
2017 Q1	–	Sell	-2,679	Closed	-$356K	–	90
2016 Q4	$356K	Hold	2,679	–	–	0.26%	58
2016 Q3	$343K	Hold	2,679	–	–	0.26%	59
2016 Q2	$332K	Hold	2,679	–	–	0.27%	57
2016 Q1	$324K	Hold	2,679	–	–	0.28%	58
2015 Q4	$322K	Buy	+2,679	New	+$326K	0.27%	57

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Hochman Cole Investment Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2021 at 1,885 shares worth $480K. The position accounts for 0.19% of the portfolio, ranked #78.

Hochman Cole Investment Advisors first reported a position in IWV in Q4 2015 and has held it in 23 quarters since. The position peaked at $482K in Q2 2021. 585 funds tracked by Wall St. Rank hold IWV as of Q3 2021.

Hochman Cole Investment Advisors held 1,885 shares of iShares Russell 3000 ETF worth $480K as of Q3 2021.
Hochman Cole Investment Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2021.
iShares Russell 3000 ETF made up 0.19% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #78 holding.
Hochman Cole Investment Advisors first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 23 quarters since.
Hochman Cole Investment Advisors's iShares Russell 3000 ETF position peaked at $482K in Q2 2021.
585 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2021.

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