HighTower Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HighTower Trust’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$274K	Hold	4,040	–	–	0.03%	191
2022 Q4	$268K	Hold	4,040	–	–	0.03%	191
2022 Q3	$251K	Sell	4,040 -4,609	-53%	-$317K	0.03%	194
2022 Q2	$1.01K	Buy	8,649 +4,609	+114%	+$328K	0.11%	95
2022 Q1	$315K	Hold	4,040	–	–	0.03%	192
2021 Q4	$335K	Buy	+4,040	New	+$332K	0.03%	186

Other funds holding IWR

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

HighTower Trust's IWR Position: Q1 2023 in Review

HighTower Trust held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2023 at 4,040 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #191.

HighTower Trust first reported a position in IWR in Q4 2021 and has held it in 6 quarters since. The position peaked at $335K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold IWR as of Q1 2023.

HighTower Trust held 4,040 shares of iShares Russell Mid-Cap ETF worth $274K as of Q1 2023.
HighTower Trust left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2023.
iShares Russell Mid-Cap ETF made up 0.03% of HighTower Trust's portfolio in Q1 2023, its #191 holding.
HighTower Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 6 quarters since.
HighTower Trust's iShares Russell Mid-Cap ETF position peaked at $335K in Q4 2021.
1,121 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2023.

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