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iShares S&P 500 Value Index shares owned by Hochman Cole Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Hochman Cole Investment Advisors from 13F filings

Historical chart of Hochman Cole Investment Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Hochman Cole Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Hochman Cole Investment Advisors

Quarter filed Position value Share count Share price at filing
2021-09-30 $233k 1.6k 145.44
2021-06-30 $237k 1.6k 147.94
2021-03-31 $226k 1.6k 141.07
2020-12-31 $205k 1.6k 127.97
2020-09-30 $206k 1.8k 112.20
2019-12-31 $239k 1.8k 130.17
2019-09-30 $219k 1.8k 119.28
2019-06-30 $232k 2.0k 116.41
2019-03-31 $225k 2.0k 112.90
2018-12-31 $202k 2.0k 101.35
2018-09-30 $231k 2.0k 115.91
2018-06-30 $219k 2.0k 109.88
2018-03-31 $218k 2.0k 109.38
2017-12-31 $228k 2.0k 114.40
2017-09-30 $215k 2.0k 107.88
2017-06-30 $209k 2.0k 104.87
2017-03-31 $207k 2.0k 103.86
2016-12-31 $250k 2.5k 101.42
2016-09-30 $234k 2.5k 94.93
2016-06-30 $229k 2.5k 92.90
2016-03-31 $222k 2.5k 90.06
2015-12-31 $218k 2.5k 88.44

More positions owned by Hochman Cole Investment Advisors

Select Sector Spdr Tr Technology (XLK)
First Tr Exchange Traded Tech Alphadex (FXL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Global X Fds Us Pfd Etf (PFFD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr Blackrock Ultra (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Ishares Biotech (IBB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Hochman Cole Investment Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index