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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
2024
Q2 		– Sell
-42,500
Closed -$6.75M – 646
2024
Q1 		$6.75M Buy
+42,500
New +$6.44M 0.7% 26
2023
Q1 		– Sell
-12,000
Closed -$1.66M – 570
2022
Q4 		$1.66M Buy
+12,000
New +$1.69M 0.21% 110

Other funds holding IWN

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
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.