HH
IUSV icon

Hilltop Holdings’s iShares Core S&P US Value ETF IUSV Stock Holding History

Hilltop Holdings’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$324K Buy
3,165
+351
+12% +$36.8K 0.03% 502
2025
Q4 		$289K Buy
2,814
+11
+0.4% +$1.11K 0.02% 731
2025
Q3 		$280K Hold
2,803
– – 0.01% 756
2025
Q2 		$265K Sell
2,803
-47,049
-94% -$4.25M 0.02% 732
2025
Q1 		$4.6M Buy
49,852
+18,628
+60% +$1.75M 0.29% 86
2024
Q4 		$2.89M Sell
31,224
-14,609
-32% -$1.41M 0.18% 135
2024
Q3 		$4.38M Buy
45,833
+14,173
+45% +$1.3M 0.28% 86
2024
Q2 		$2.79M Sell
31,660
-22,209
-41% -$1.96M 0.32% 69
2024
Q1 		$4.87M Buy
53,869
+9,783
+22% +$842K 0.5% 38
2023
Q4 		$3.72M Sell
44,086
-7,155
-14% -$557K 0.42% 51
2023
Q3 		$3.82M Buy
51,241
+14,499
+39% +$1.14M 0.45% 52
2023
Q2 		$2.88M Sell
36,742
-17,143
-32% -$1.28M 0.35% 66
2023
Q1 		$3.98M Buy
+53,885
New +$3.97M 0.52% 43

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Hilltop Holdings's IUSV Position: Q1 2026 in Review

Hilltop Holdings increased its iShares Core S&P US Value ETF (IUSV) stake by 12% in Q1 2026, buying an estimated $36.8K and bringing the position to 3,165 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #502.

Hilltop Holdings first reported a position in IUSV in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.87M in Q1 2024. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Hilltop Holdings held 3,165 shares of iShares Core S&P US Value ETF worth $324K as of Q1 2026.
  • Hilltop Holdings bought 351 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $36.8K.
  • iShares Core S&P US Value ETF made up 0.03% of Hilltop Holdings's portfolio in Q1 2026, its #502 holding.
  • Hilltop Holdings first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Hilltop Holdings's iShares Core S&P US Value ETF position peaked at $4.87M in Q1 2024.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.