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Hilltop National Bank’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Hilltop National Bank’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Hold
2,116
– – 0.07% 186
2026
Q1 		$280K Hold
2,116
– – 0.07% 196
2025
Q4 		$278K Hold
2,116
– – 0.07% 191
2025
Q3 		$274K Hold
2,116
– – 0.07% 192
2025
Q2 		$261K Buy
+2,116
New +$249K 0.07% 190
2024
Q4 		$264K Hold
2,116
– – 0.08% 179
2024
Q3 		$262K Hold
2,116
– – 0.08% 177
2024
Q2 		$240K Hold
2,116
– – 0.08% 183
2024
Q1 		$250K Buy
+2,116
New +$238K 0.09% 184

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Hilltop National Bank's IJJ Position: Q2 2026 in Review

Hilltop National Bank held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,116 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #186.

Hilltop National Bank first reported a position in IJJ in Q1 2024 and has held it in 9 quarters since. 293 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Hilltop National Bank held 2,116 shares of iShares S&P Mid-Cap 400 Value ETF worth $313K as of Q2 2026.
  • Hilltop National Bank left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.07% of Hilltop National Bank's portfolio in Q2 2026, its #186 holding.
  • Hilltop National Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.