HC
IJH icon

Highmount Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Highmount Capital’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$7.02M Buy
234,000
+33,850
+17% +$1.03M 1.8% 12
2015
Q1 		$6.08M Buy
200,150
+17,615
+10% +$521K 1.48% 14
2014
Q4 		$5.29M Buy
182,535
+37,035
+25% +$1.04M 1.29% 19
2014
Q3 		$3.98M Buy
145,500
+3,065
+2% +$86.4K 0.99% 29
2014
Q2 		$4.08M Sell
142,435
-17,125
-11% -$470K 0.98% 30
2014
Q1 		$4.39M Sell
159,560
-540
-0.3% -$14.5K 1.02% 26
2013
Q4 		$4.29M Buy
160,100
+16,225
+11% +$419K 0.98% 25
2013
Q3 		$3.57M Buy
143,875
+3,975
+3% +$97K 0.88% 31
2013
Q2 		$3.23M Buy
+139,900
New +$3.25M 0.85% 32

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return