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

Tower 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
2014
Q1 		$421K Buy
15,295
+90
+0.6% +$2.42K 0.27% 94
2013
Q4 		$407K Sell
15,205
-4,075
-21% -$105K 0.25% 96
2013
Q3 		$478K Buy
19,280
+3,650
+23% +$89.1K 0.32% 83
2013
Q2 		$361K Buy
+15,630
New +$363K 0.26% 100

Other funds holding IJH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Tower Trust's IJH Position: Q1 2014 in Review

Tower Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.59% in Q1 2014, buying an estimated $2.42K and bringing the position to 15,295 shares worth $421K. The position accounts for 0.27% of the portfolio, ranked #94.

Tower Trust first reported a position in IJH in Q2 2013 and has held it in 4 quarters since. The position peaked at $478K in Q3 2013. 529 funds tracked by Wall St. Rank hold IJH as of Q1 2014.

  • Tower Trust held 15,295 shares of iShares Core S&P Mid-Cap ETF worth $421K as of Q1 2014.
  • Tower Trust bought 90 iShares Core S&P Mid-Cap ETF shares in Q1 2014, an estimated $2.42K.
  • iShares Core S&P Mid-Cap ETF made up 0.27% of Tower Trust's portfolio in Q1 2014, its #94 holding.
  • Tower Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 4 quarters since.
  • Tower Trust's iShares Core S&P Mid-Cap ETF position peaked at $478K in Q3 2013.
  • 529 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.