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

HighTower Trust’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
2023 Q1	$662K	Sell	13,515 -200	-1%	-$10.2K	0.06%	135
2022 Q4	$654K	Buy	13,715 +495	+4%	+$23.9K	0.06%	134
2022 Q3	$580K	Buy	+13,220	New	+$639K	0.06%	134
2022 Q2	–	Sell	-12,580	Closed	-$675K	–	281
2022 Q1	$675K	Buy	12,580 +25	+0.2%	+$1.33K	0.06%	133
2021 Q4	$711K	Buy	+12,555	New	+$699K	0.07%	127
2015 Q1	–	Sell	-12,955	Closed	-$375K	–	144
2014 Q4	$375K	Buy	+12,955	New	+$364K	0.06%	106

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Trust's IJH Position: Q1 2023 in Review

HighTower Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q1 2023, selling an estimated $10.2K and leaving 13,515 shares worth $662K. The position accounts for 0.06% of the portfolio, ranked #135.

HighTower Trust first reported a position in IJH in Q4 2014 and has held it in 6 quarters since. The position peaked at $711K in Q4 2021. 1,913 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

HighTower Trust held 13,515 shares of iShares Core S&P Mid-Cap ETF worth $662K as of Q1 2023.
HighTower Trust sold 200 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $10.2K.
iShares Core S&P Mid-Cap ETF made up 0.06% of HighTower Trust's portfolio in Q1 2023, its #135 holding.
HighTower Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 6 quarters since.
HighTower Trust's iShares Core S&P Mid-Cap ETF position peaked at $711K in Q4 2021.
1,913 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.