HH
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Hilltop Holdings’s iShares Russell 1000 Value ETF IWD Stock Holding History

Hilltop Holdings’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$957K Buy
3,946
+44
+1% +$10.2K 0.07% 264
2026
Q1 		$834K Sell
3,902
-32,758
-89% -$7.17M 0.08% 288
2025
Q4 		$7.71M Buy
36,660
+32,055
+696% +$6.62M 0.46% 43
2025
Q3 		$938K Sell
4,605
-207
-4% -$41.2K 0.05% 374
2025
Q2 		$935K Buy
4,812
+464
+11% +$85.9K 0.06% 345
2025
Q1 		$818K Sell
4,348
-16,104
-79% -$3.07M 0.05% 367
2024
Q4 		$3.79M Buy
20,452
+15,868
+346% +$3.04M 0.24% 101
2024
Q3 		$870K Sell
4,584
-642
-12% -$117K 0.06% 343
2024
Q2 		$912K Sell
5,226
-2,446
-32% -$428K 0.11% 236
2024
Q1 		$1.37M Sell
7,672
-47
-0.6% -$7.95K 0.14% 172
2023
Q4 		$1.28M Sell
7,719
-96
-1% -$14.8K 0.14% 180
2023
Q3 		$1.19M Sell
7,815
-1,925
-20% -$305K 0.14% 180
2023
Q2 		$1.54M Sell
9,740
-91
-0.9% -$13.9K 0.19% 133
2023
Q1 		$1.5M Sell
9,831
-27,490
-74% -$4.25M 0.2% 113
2022
Q4 		$5.66M Buy
37,321
+22,810
+157% +$3.41M 0.73% 30
2022
Q3 		$1.97M Buy
14,511
+7,864
+118% +$1.18M 0.27% 87
2022
Q2 		$964K Buy
6,647
+281
+4% +$44K 0.13% 167
2022
Q1 		$1.06M Buy
6,366
+2,755
+76% +$452K 0.12% 164
2021
Q4 		$607K Buy
3,611
+752
+26% +$123K 0.06% 301
2021
Q3 		$447K Sell
2,859
-15
-0.5% -$2.4K 0.05% 364
2021
Q2 		$456K Hold
2,874
– – 0.05% 350
2021
Q1 		$436K Sell
2,874
-24
-0.8% -$3.47K 0.06% 314
2020
Q4 		$396K Buy
2,898
+499
+21% +$64K 0.06% 313
2020
Q3 		$283K Buy
2,399
+209
+10% +$24.8K 0.05% 338
2020
Q2 		$247K Buy
+2,190
New +$241K 0.05% 326

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Hilltop Holdings's IWD Position: Q2 2026 in Review

Hilltop Holdings increased its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 3,946 shares worth $957K. The position accounts for 0.07% of the portfolio, ranked #264.

Hilltop Holdings first reported a position in IWD in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.71M in Q4 2025. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Hilltop Holdings held 3,946 shares of iShares Russell 1000 Value ETF worth $957K as of Q2 2026.
  • Hilltop Holdings bought 44 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Russell 1000 Value ETF made up 0.07% of Hilltop Holdings's portfolio in Q2 2026, its #264 holding.
  • Hilltop Holdings first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 25 quarters since.
  • Hilltop Holdings's iShares Russell 1000 Value ETF position peaked at $7.71M in Q4 2025.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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