Hochman Cole Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$297K	Hold	2,774	–	–	0.12%	108
2021 Q2	$308K	Buy	2,774 +3	+0.1%	+$331	0.12%	102
2021 Q1	$293K	Hold	2,771	–	–	0.12%	101
2020 Q4	$269K	Buy	2,771 +3	+0.1%	+$274	0.12%	101
2020 Q3	$231K	Buy	2,768 +2	+0.1%	+$163	0.11%	104
2020 Q2	$209K	Buy	+2,766	New	+$194K	0.12%	101

Other funds holding IYJ

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

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

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

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

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

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

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

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Hochman Cole Investment Advisors held its iShares US Industrials ETF (IYJ) position steady in Q3 2021 at 2,774 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #108.

Hochman Cole Investment Advisors first reported a position in IYJ in Q2 2020 and has held it in 6 quarters since. The position peaked at $308K in Q2 2021. 238 funds tracked by Wall St. Rank hold IYJ as of Q3 2021.

Hochman Cole Investment Advisors held 2,774 shares of iShares US Industrials ETF worth $297K as of Q3 2021.
Hochman Cole Investment Advisors left its iShares US Industrials ETF share count unchanged in Q3 2021.
iShares US Industrials ETF made up 0.12% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #108 holding.
Hochman Cole Investment Advisors first reported a position in iShares US Industrials ETF in Q2 2020 and has held it in 6 quarters since.
Hochman Cole Investment Advisors's iShares US Industrials ETF position peaked at $308K in Q2 2021.
238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2021.

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