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 Q2	$238K	Sell	2,164 -1,001	-32%	-$108K	0.02%	616
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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: Q2 2026 in Review

Hilltop Holdings reduced its iShares Core S&P US Value ETF (IUSV) stake by 32% in Q2 2026, selling an estimated $108K and leaving 2,164 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #616.

Hilltop Holdings first reported a position in IUSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.87M in Q1 2024. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Hilltop Holdings held 2,164 shares of iShares Core S&P US Value ETF worth $238K as of Q2 2026.
Hilltop Holdings sold 1,001 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $108K.
iShares Core S&P US Value ETF made up 0.02% of Hilltop Holdings's portfolio in Q2 2026, its #616 holding.
Hilltop Holdings first reported a position in iShares Core S&P US Value ETF in Q1 2023 and has held it in 14 quarters since.
Hilltop Holdings's iShares Core S&P US Value ETF position peaked at $4.87M in Q1 2024.
811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.