HighTower Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463M | Buy |
7,469,865
+86,256
| +1% | +$5.35M | 0.58% | 26 |
|
|
2025
Q1 | $431M | Buy |
7,383,609
+56,689
| +0.8% | +$3.31M | 0.58% | 24 |
|
|
2024
Q4 | $457M | Buy |
7,326,920
+276,179
| +4% | +$17.2M | 0.62% | 22 |
|
|
2024
Q3 | $439M | Buy |
7,050,741
+175,076
| +3% | +$10.9M | 0.63% | 19 |
|
|
2024
Q2 | $402M | Buy |
6,875,665
+46,614
| +0.7% | +$2.73M | 0.62% | 22 |
|
|
2024
Q1 | $415M | Buy |
6,829,051
+5,477,908
| +405% | +$333M | 0.67% | 20 |
|
|
2023
Q4 | $374M | Buy |
1,351,143
+11,899
| +0.9% | +$3.3M | 0.63% | 22 |
|
|
2023
Q3 | $333M | Buy |
1,339,244
+61,945
| +5% | +$15.4M | 0.63% | 20 |
|
|
2023
Q2 | $334M | Buy |
1,277,299
+422,878
| +49% | +$111M | 0.66% | 21 |
|
|
2023
Q1 | $214M | Buy |
854,421
+7,772
| +0.9% | +$1.95M | 0.47% | 34 |
|
|
2022
Q4 | $205M | Buy |
846,649
+43,074
| +5% | +$10.4M | 0.47% | 34 |
|
|
2022
Q3 | $176M | Buy |
803,575
+238,386
| +42% | +$52.3M | 0.47% | 33 |
|
|
2022
Q2 | $128M | Buy |
565,189
+62,964
| +13% | +$14.2M | 0.33% | 64 |
|
|
2022
Q1 | $135M | Sell |
502,225
-2,006
| -0.4% | -$538K | 0.3% | 69 |
|
|
2021
Q4 | $143M | Buy |
504,231
+153,070
| +44% | +$43.3M | 0.31% | 65 |
|
|
2021
Q3 | $92.4M | Buy |
351,161
+14,248
| +4% | +$3.75M | 0.25% | 91 |
|
|
2021
Q2 | $90.5M | Sell |
336,913
-15,454
| -4% | -$4.15M | 0.26% | 89 |
|
|
2021
Q1 | $91.8M | Buy |
352,367
+18,372
| +6% | +$4.78M | 0.29% | 75 |
|
|
2020
Q4 | $76.7M | Buy |
333,995
+5,268
| +2% | +$1.21M | 0.32% | 66 |
|
|
2020
Q3 | $60.9M | Buy |
328,727
+8,653
| +3% | +$1.6M | 0.29% | 77 |
|
|
2020
Q2 | $56.9M | Buy |
320,074
+50,395
| +19% | +$8.96M | 0.31% | 67 |
|
|
2020
Q1 | $38.7M | Sell |
269,679
-174,703
| -39% | -$25.1M | 0.25% | 86 |
|
|
2019
Q4 | $91.4M | Buy |
444,382
+30,891
| +7% | +$6.35M | 0.54% | 34 |
|
|
2019
Q3 | $79.9M | Buy |
413,491
+83,453
| +25% | +$16.1M | 0.44% | 45 |
|
|
2019
Q2 | $64.1M | Buy |
330,038
+82,982
| +34% | +$16.1M | 0.38% | 51 |
|
|
2019
Q1 | $46.8M | Sell |
247,056
-8,653
| -3% | -$1.64M | 0.31% | 63 |
|
|
2018
Q4 | $42.4M | Buy |
255,709
+10,920
| +4% | +$1.81M | 0.33% | 59 |
|
|
2018
Q3 | $49.3M | Buy |
244,789
+15,015
| +7% | +$3.02M | 0.36% | 55 |
|
|
2018
Q2 | $44.8M | Buy |
229,774
+14,862
| +7% | +$2.9M | 0.35% | 54 |
|
|
2018
Q1 | $40.3M | Sell |
214,912
-1,341
| -0.6% | -$252K | 0.34% | 56 |
|
|
2017
Q4 | $41M | Buy |
216,253
+47,631
| +28% | +$9.04M | 0.34% | 57 |
|
|
2017
Q3 | $30.2M | Buy |
168,622
+28,082
| +20% | +$5.03M | 0.26% | 86 |
|
|
2017
Q2 | $24.5M | Buy |
140,540
+52,729
| +60% | +$9.17M | 0.22% | 96 |
|
|
2017
Q1 | $15.1M | Buy |
87,811
+33,262
| +61% | +$5.7M | 0.14% | 147 |
|
|
2016
Q4 | $9.02M | Buy |
54,549
+26,597
| +95% | +$4.4M | 0.1% | 209 |
|
|
2016
Q3 | $4.33M | Buy |
27,952
+3,827
| +16% | +$593K | 0.05% | 401 |
|
|
2016
Q2 | $3.6M | Sell |
24,125
-20
| -0.1% | -$2.98K | 0.05% | 432 |
|
|
2016
Q1 | $3.48M | Sell |
24,145
-3,749
| -13% | -$540K | 0.01% | 469 |
|
|
2015
Q4 | $3.89M | Buy |
27,894
+1,929
| +7% | +$269K | 0.05% | 395 |
|
|
2015
Q3 | $3.55M | Buy |
25,965
+1,646
| +7% | +$225K | 0.05% | 414 |
|
|
2015
Q2 | $3.65M | Sell |
24,319
-828
| -3% | -$124K | 0.06% | 358 |
|
|
2015
Q1 | $3.82M | Buy |
25,147
+2,107
| +9% | +$320K | 0.06% | 373 |
|
|
2014
Q4 | $3.34M | Buy |
23,040
+1,010
| +5% | +$146K | 0.05% | 408 |
|
|
2014
Q3 | $3.01M | Buy |
22,030
+3,154
| +17% | +$431K | 0.05% | 407 |
|
|
2014
Q2 | $2.7M | Sell |
18,876
-22,966
| -55% | -$3.29M | 0.05% | 467 |
|
|
2014
Q1 | $5.75M | Buy |
41,842
+8,652
| +26% | +$1.19M | 0.11% | 212 |
|
|
2013
Q4 | $4.44M | Buy |
33,190
+21,150
| +176% | +$2.83M | 0.09% | 255 |
|
|
2013
Q3 | $1.49M | Buy |
12,040
+405
| +3% | +$50.3K | 0.04% | 493 |
|
|
2013
Q2 | $1.34M | Buy |
+11,635
| New | +$1.34M | 0.04% | 508 |
|