Hilltop Holdings’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hilltop Holdings’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$458K	Sell	3,333 -550	-14%	-$72.6K	0.04%	441
2026 Q1	$439K	Sell	3,883 -5,109	-57%	-$614K	0.04%	421
2025 Q4	$1.11M	Sell	8,992 -181	-2%	-$22.2K	0.07%	313
2025 Q3	$1.11M	Sell	9,173 -552	-6%	-$63.5K	0.06%	336
2025 Q2	$1.07M	Buy	9,725 +1,121	+13%	+$111K	0.07%	317
2025 Q1	$799K	Buy	8,604 +2,988	+53%	+$301K	0.05%	376
2024 Q4	$570K	Buy	5,616 +1,332	+31%	+$133K	0.04%	456
2024 Q3	$410K	Buy	4,284 +581	+16%	+$53.6K	0.03%	552
2024 Q2	$343K	Hold	3,703	–	–	0.04%	441
2024 Q1	$313K	Buy	3,703 +1,000	+37%	+$80.3K	0.03%	493
2023 Q4	$203K	Sell	2,703 -500	-16%	-$35.6K	0.02%	559
2023 Q3	$219K	Buy	+3,203	New	+$227K	0.03%	521
2022 Q2	–	Sell	-29,320	Closed	-$2.24M	–	553
2022 Q1	$2.24M	Buy	29,320 +24,635	+526%	+$1.85M	0.25%	88
2021 Q4	$392K	Hold	4,685	–	–	0.04%	402
2021 Q3	$346K	Hold	4,685	–	–	0.04%	428
2021 Q2	$341K	Buy	+4,685	New	+$324K	0.04%	422

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hilltop Holdings's IVW Position: Q2 2026 in Review

Hilltop Holdings reduced its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q2 2026, selling an estimated $72.6K and leaving 3,333 shares worth $458K. The position accounts for 0.04% of the portfolio, ranked #441.

Hilltop Holdings first reported a position in IVW in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.24M in Q1 2022. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Hilltop Holdings held 3,333 shares of iShares S&P 500 Growth ETF worth $458K as of Q2 2026.
Hilltop Holdings sold 550 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $72.6K.
iShares S&P 500 Growth ETF made up 0.04% of Hilltop Holdings's portfolio in Q2 2026, its #441 holding.
Hilltop Holdings first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 16 quarters since.
Hilltop Holdings's iShares S&P 500 Growth ETF position peaked at $2.24M in Q1 2022.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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