HighTower Trust’s iShares Russell 2000 ETF IWM Stock Holding History

HighTower Trust’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$267K	Sell	1,516 -331	-18%	-$60.9K	0.03%	194
2022 Q4	$315K	Sell	1,847 -59	-3%	-$10.5K	0.03%	179
2022 Q3	$314K	Buy	+1,906	New	+$348K	0.03%	179
2022 Q2	–	Sell	-1,861	Closed	-$382K	–	288
2022 Q1	$382K	Hold	1,861	–	–	0.04%	181
2021 Q4	$414K	Buy	+1,861	New	+$421K	0.04%	171
2017 Q3	–	Sell	-1,761	Closed	-$248K	–	108
2017 Q2	$248K	Buy	+1,761	New	+$244K	0.03%	132

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HighTower Trust's IWM Position: Q1 2023 in Review

HighTower Trust reduced its iShares Russell 2000 ETF (IWM) stake by 18% in Q1 2023, selling an estimated $60.9K and leaving 1,516 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #194.

HighTower Trust first reported a position in IWM in Q2 2017 and has held it in 6 quarters since. The position peaked at $414K in Q4 2021. 1,904 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

HighTower Trust held 1,516 shares of iShares Russell 2000 ETF worth $267K as of Q1 2023.
HighTower Trust sold 331 iShares Russell 2000 ETF shares in Q1 2023, an estimated $60.9K.
iShares Russell 2000 ETF made up 0.03% of HighTower Trust's portfolio in Q1 2023, its #194 holding.
HighTower Trust first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 6 quarters since.
HighTower Trust's iShares Russell 2000 ETF position peaked at $414K in Q4 2021.
1,904 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

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