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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
Q3 		$291K Hold
2,116
– – 0.06% 186
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

GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $382M AUM
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hilltop National Bank's IJJ Position: Q3 2026 in Review

Hilltop National Bank held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 2,116 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #186.

Hilltop National Bank first reported a position in IJJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $313K in Q2 2026. 156 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • Hilltop National Bank held 2,116 shares of iShares S&P Mid-Cap 400 Value ETF worth $291K as of Q3 2026.
  • Hilltop National Bank left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Hilltop National Bank's portfolio in Q3 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 10 quarters since.
  • Hilltop National Bank's iShares S&P Mid-Cap 400 Value ETF position peaked at $313K in Q2 2026.
  • 156 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.