Hilltop Holdings’s iShares Russell 2000 Value ETF IWN Stock Holding History

Hilltop Holdings’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,044	Closed	-$158K	–	920
2025 Q1	$158K	Buy	+1,044	New	+$169K	0.01%	822
2024 Q2	–	Sell	-481	Closed	-$76.4K	–	645
2024 Q1	$76.4K	Buy	+481	New	+$72.8K	0.01%	619
2023 Q1	–	Sell	-577	Closed	-$80K	–	569
2022 Q4	$80K	Buy	+577	New	+$81.5K	0.01%	517
2021 Q2	–	Sell	-2,764	Closed	-$441K	–	573
2021 Q1	$441K	Buy	+2,764	New	+$418K	0.06%	311
2017 Q1	–	Sell	-45,265	Closed	-$5.38M	–	323
2016 Q4	$5.38M	Buy	45,265 +21,117	+87%	+$2.33M	1.69%	4
2016 Q3	$2.53M	Buy	+24,148	New	+$2.47M	0.8%	28

Other funds holding IWN

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Hilltop Holdings's IWN Position: Q2 2025 in Review

Hilltop Holdings sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 1,044 shares — an estimated $158K sold.

Hilltop Holdings first reported a position in IWN in Q3 2016 and held it in 6 quarters. The position peaked at $5.38M in Q4 2016. 965 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Hilltop Holdings reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
Hilltop Holdings sold 1,044 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $158K.
Hilltop Holdings first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and held it in 6 quarters.
Hilltop Holdings's iShares Russell 2000 Value ETF position peaked at $5.38M in Q4 2016.
965 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Hilltop Holdings's 13F filing for Q2 2025, filed 14 Aug 2025.