HH
IWN icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return