HH
IWV icon

Hilltop Holdings’s iShares Russell 3000 ETF IWV Stock Holding History

Hilltop Holdings’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-773
Closed -$203K – 555
2022
Q1 		$203K Buy
773
+6
+0.8% +$1.55K 0.02% 517
2021
Q4 		$213K Buy
+767
New +$208K 0.02% 551
2020
Q2 		– Sell
-3,905
Closed -$579K – 400
2020
Q1 		$579K Sell
3,905
-957
-20% -$170K 0.14% 167
2019
Q4 		$916K Sell
4,862
-401
-8% -$72.3K 0.17% 143
2019
Q3 		$915K Buy
5,263
+983
+23% +$170K 0.17% 137
2019
Q2 		$738K Sell
4,280
-40
-0.9% -$6.78K 0.16% 134
2019
Q1 		$720K Buy
4,320
+1,237
+40% +$199K 0.15% 147
2018
Q4 		$453K Buy
+3,083
New +$490K 0.11% 182
2018
Q2 		– Sell
-2,218
Closed -$347K – 442
2018
Q1 		$347K Sell
2,218
-11,853
-84% -$1.91M 0.06% 282
2017
Q4 		$2.23M Sell
14,071
-24,580
-64% -$3.79M 0.5% 44
2017
Q3 		$5.77M Buy
38,651
+1,035
+3% +$151K 1.75% 9
2017
Q2 		$5.42M Buy
37,616
+14,692
+64% +$2.09M 1.59% 5
2017
Q1 		$3.21M Sell
22,924
-10,097
-31% -$1.39M 0.97% 18
2016
Q4 		$4.39M Buy
33,021
+23
+0.1% +$2.98K 1.38% 7
2016
Q3 		$4.23M Buy
+32,998
New +$4.22M 1.33% 9

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hilltop Holdings's IWV Position: Q2 2022 in Review

Hilltop Holdings sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 773 shares — an estimated $203K sold.

Hilltop Holdings first reported a position in IWV in Q3 2016 and held it in 15 quarters. The position peaked at $5.77M in Q3 2017. 642 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

  • Hilltop Holdings reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
  • Hilltop Holdings sold 773 iShares Russell 3000 ETF shares in Q2 2022, an estimated $203K.
  • Hilltop Holdings first reported a position in iShares Russell 3000 ETF in Q3 2016 and held it in 15 quarters.
  • Hilltop Holdings's iShares Russell 3000 ETF position peaked at $5.77M in Q3 2017.
  • 642 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on Hilltop Holdings's 13F filing for Q2 2022, filed 15 Aug 2022.