Hilltop Holdings’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hilltop Holdings’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,720	Closed	-$262K	–	794
2025 Q4	$262K	Hold	2,720	–	–	0.02%	757
2025 Q3	$263K	Sell	2,720 -877	-24%	-$83.1K	0.01%	775
2025 Q2	$331K	Sell	3,597 -29,559	-89%	-$2.55M	0.02%	645
2025 Q1	$2.82M	Sell	33,156 -110	-0.3%	-$9.81K	0.18%	137
2024 Q4	$2.94M	Sell	33,266 -110	-0.3%	-$9.98K	0.19%	133
2024 Q3	$2.94M	Buy	33,376 +608	+2%	+$51.2K	0.19%	128
2024 Q2	$2.66M	Sell	32,768 -1,270	-4%	-$103K	0.31%	71
2024 Q1	$2.86M	Sell	34,038 -14,205	-29%	-$1.13M	0.3%	85
2023 Q4	$3.75M	Buy	48,243 +5,462	+13%	+$388K	0.43%	49
2023 Q3	$2.96M	Buy	42,781 +8,197	+24%	+$598K	0.35%	72
2023 Q2	$2.53M	Sell	34,584 -80,986	-70%	-$5.63M	0.31%	79
2023 Q1	$8.08M	Buy	115,570 +82,550	+250%	+$5.83M	1.06%	18
2022 Q4	$2.23M	Sell	33,020 -107,699	-77%	-$7.26M	0.29%	83
2022 Q3	$8.75M	Buy	140,719 +109,195	+346%	+$7.51M	1.18%	13
2022 Q2	$2.04M	Sell	31,524 -12,142	-28%	-$864K	0.27%	81
2022 Q1	$3.41M	Sell	43,666 -241,934	-85%	-$18.6M	0.38%	59
2021 Q4	$23.7M	Buy	285,600 +241,564	+549%	+$19.8M	2.46%	3
2021 Q3	$3.44M	Sell	44,036 -131,059	-75%	-$10.5M	0.38%	58
2021 Q2	$13.9M	Sell	175,095 -45,220	-21%	-$3.51M	1.56%	12
2021 Q1	$16.3M	Sell	220,315 -41,790	-16%	-$3.02M	2.1%	6
2020 Q4	$18M	Buy	262,105 +241,633	+1,180%	+$15.4M	2.51%	4
2020 Q3	$1.18M	Sell	20,472 -609	-3%	-$34.7K	0.2%	116
2020 Q2	$1.13M	Sell	21,081 -2,157	-9%	-$108K	0.21%	111
2020 Q1	$1M	Sell	23,238 -20,051	-46%	-$1.1M	0.24%	96
2019 Q4	$2.58M	Buy	43,289 +18,456	+74%	+$1.06M	0.48%	55
2019 Q3	$1.39M	Buy	24,833 +6,363	+34%	+$356K	0.26%	93
2019 Q2	$1.03M	Buy	18,470 +1,212	+7%	+$66.5K	0.22%	105
2019 Q1	$931K	Sell	17,258 -944	-5%	-$48.9K	0.2%	119
2018 Q4	$846K	Buy	18,202 +1,074	+6%	+$54.2K	0.21%	111
2018 Q3	$944K	Sell	17,128 -188	-1%	-$10.3K	0.2%	133
2018 Q2	$918K	Buy	17,316 +1,988	+13%	+$105K	0.19%	134
2018 Q1	$791K	Sell	15,328 -1,196	-7%	-$63K	0.14%	172
2017 Q4	$860K	Sell	16,524 -648	-4%	-$32.9K	0.19%	140
2017 Q3	$846K	Buy	17,172 +60	+0.4%	+$2.9K	0.26%	109
2017 Q2	$822K	Sell	17,112 -40	-0.2%	-$1.9K	0.24%	129
2017 Q1	$803K	Sell	17,152 -1,580	-8%	-$73.2K	0.24%	129
2016 Q4	$838K	Sell	18,732 -80	-0.4%	-$3.5K	0.26%	119
2016 Q3	$820K	Buy	18,812 +136	+0.7%	+$5.89K	0.26%	131
2016 Q2	$785K	Sell	18,676 -3,124	-14%	-$129K	0.25%	128
2016 Q1	$888K	Buy	21,800 +4,980	+30%	+$189K	0.28%	117
2015 Q4	$674K	Buy	16,820 +676	+4%	+$27.6K	0.2%	155
2015 Q3	$628K	Buy	16,144 +644	+4%	+$26.7K	0.18%	157
2015 Q2	$660K	Sell	15,500 -1,044	-6%	-$45.4K	0.18%	154
2015 Q1	$716K	Buy	16,544 +1,656	+11%	+$70.4K	0.18%	160
2014 Q4	$622K	Buy	14,888 +3,068	+26%	+$125K	0.21%	104
2014 Q3	$468K	Buy	11,820 +820	+7%	+$33K	0.21%	118
2014 Q2	$447K	Buy	11,000 +1,000	+10%	+$39K	0.21%	122
2014 Q1	$387K	Hold	10,000	–	–	0.19%	129
2013 Q4	$375K	Hold	10,000	–	–	0.19%	130
2013 Q3	$348K	Buy	+10,000	New	+$342K	0.2%	119

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hilltop Holdings's IWR Position: Q1 2026 in Review

Hilltop Holdings sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 2,720 shares — an estimated $262K sold.

Hilltop Holdings first reported a position in IWR in Q3 2013 and held it in 50 quarters. The position peaked at $23.7M in Q4 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Hilltop Holdings reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Hilltop Holdings sold 2,720 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $262K.
Hilltop Holdings first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and held it in 50 quarters.
Hilltop Holdings's iShares Russell Mid-Cap ETF position peaked at $23.7M in Q4 2021.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.