HighTower Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

HighTower Trust’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$713K	Hold	12,724	–	–	0.07%	132
2022 Q4	$669K	Hold	12,724	–	–	0.06%	132
2022 Q3	$669K	Buy	12,724 +7,736	+155%	+$455K	0.07%	122
2022 Q2	$275	Sell	4,988 -7,736	-61%	-$464K	0.03%	189
2022 Q1	$883K	Hold	12,724	–	–	0.08%	112
2021 Q4	$972K	Buy	+12,724	New	+$943K	0.09%	104

Other funds holding IWF

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HighTower Trust's IWF Position: Q1 2023 in Review

HighTower Trust held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2023 at 12,724 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #132.

HighTower Trust first reported a position in IWF in Q4 2021 and has held it in 6 quarters since. The position peaked at $972K in Q4 2021. 1,697 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

HighTower Trust held 12,724 shares of iShares Russell 1000 Growth ETF worth $713K as of Q1 2023.
HighTower Trust left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2023.
iShares Russell 1000 Growth ETF made up 0.07% of HighTower Trust's portfolio in Q1 2023, its #132 holding.
HighTower Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 6 quarters since.
HighTower Trust's iShares Russell 1000 Growth ETF position peaked at $972K in Q4 2021.
1,697 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

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