HighTower Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

HighTower Advisors’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
2019 Q2	–	Sell	-3,500	Closed	-$3K	–	2446
2019 Q1	$3K	Buy	+3,500	New	+$129K	﹤0.01%	2242

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HighTower Advisors's IJH Position: Q1 2026 in Review

HighTower Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q1 2026, selling an estimated $10.1M and leaving 7,735,222 shares worth $522M. The position accounts for 0.55% of the portfolio, ranked #29.

HighTower Advisors first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

HighTower Advisors held 7,735,222 shares of iShares Core S&P Mid-Cap ETF worth $522M as of Q1 2026.
HighTower Advisors sold 145,852 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $10.1M.
iShares Core S&P Mid-Cap ETF made up 0.55% of HighTower Advisors's portfolio in Q1 2026, its #29 holding.
HighTower Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.