H6H
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Hightower 6M Holding’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hightower 6M Holding’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$368K Sell
4,221
-284
-6% -$27.6K 0.03% 150
2022
Q2 		$416K Buy
4,505
+9
+0.2% +$895 0.04% 149
2022
Q1 		$485K Buy
+4,496
New +$485K 0.04% 146

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hightower 6M Holding's IJR Position: Q3 2022 in Review

Hightower 6M Holding reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.3% in Q3 2022, selling an estimated $27.6K and leaving 4,221 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #150.

Hightower 6M Holding first reported a position in IJR in Q1 2022 and has held it in 3 quarters since. The position peaked at $485K in Q1 2022. 1,950 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

  • Hightower 6M Holding held 4,221 shares of iShares Core S&P Small-Cap ETF worth $368K as of Q3 2022.
  • Hightower 6M Holding sold 284 iShares Core S&P Small-Cap ETF shares in Q3 2022, an estimated $27.6K.
  • iShares Core S&P Small-Cap ETF made up 0.03% of Hightower 6M Holding's portfolio in Q3 2022, its #150 holding.
  • Hightower 6M Holding first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's iShares Core S&P Small-Cap ETF position peaked at $485K in Q1 2022.
  • 1,950 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.