Hochman Cole Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$591K	Hold	10,710	–	–	0.23%	70
2021 Q2	$585K	Hold	10,710	–	–	0.23%	68
2021 Q1	$541K	Hold	10,710	–	–	0.23%	72
2020 Q4	$527K	Hold	10,710	–	–	0.23%	70
2020 Q3	$487K	Hold	10,710	–	–	0.24%	67
2020 Q2	$462K	Buy	10,710 +10	+0.1%	+$422	0.25%	68
2020 Q1	$402K	Buy	10,700 +2,035	+23%	+$83.7K	0.28%	63
2019 Q4	$374K	Hold	8,665	–	–	0.2%	80
2019 Q3	$328K	Sell	8,665 -385	-4%	-$14.8K	0.2%	82
2019 Q2	$353K	Hold	9,050	–	–	0.21%	81
2019 Q1	$351K	Hold	9,050	–	–	0.21%	83
2018 Q4	$327K	Hold	9,050	–	–	0.22%	80
2018 Q3	$367K	Hold	9,050	–	–	0.23%	69
2018 Q2	$323K	Hold	9,050	–	–	0.21%	75
2018 Q1	$312K	Hold	9,050	–	–	0.22%	76
2017 Q4	$315K	Hold	9,050	–	–	0.2%	73
2017 Q3	$311K	Hold	9,050	–	–	0.2%	70
2017 Q2	$301K	Hold	9,050	–	–	0.21%	70
2017 Q1	$282K	Hold	9,050	–	–	0.2%	73
2016 Q4	$261K	Buy	+9,050	New	+$262K	0.19%	76

Other funds holding IYH

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Hochman Cole Investment Advisors held its iShares US Healthcare ETF (IYH) position steady in Q3 2021 at 10,710 shares worth $591K. The position accounts for 0.23% of the portfolio, ranked #70.

Hochman Cole Investment Advisors first reported a position in IYH in Q4 2016 and has held it in 20 quarters since. 382 funds tracked by Wall St. Rank hold IYH as of Q3 2021.

Hochman Cole Investment Advisors held 10,710 shares of iShares US Healthcare ETF worth $591K as of Q3 2021.
Hochman Cole Investment Advisors left its iShares US Healthcare ETF share count unchanged in Q3 2021.
iShares US Healthcare ETF made up 0.23% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #70 holding.
Hochman Cole Investment Advisors first reported a position in iShares US Healthcare ETF in Q4 2016 and has held it in 20 quarters since.
382 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2021.

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