Hilltop National Bank’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Hilltop National Bank’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.28M	Sell	15,360 -814	-5%	-$112K	0.49%	49
2026 Q1	$2.01M	Sell	16,174 -933	-5%	-$119K	0.48%	50
2025 Q4	$2.06M	Sell	17,107 -679	-4%	-$81.2K	0.5%	47
2025 Q3	$2.11M	Sell	17,786 -664	-4%	-$76.4K	0.52%	48
2025 Q2	$2.02M	Buy	+18,450	New	+$1.91M	0.53%	46
2024 Q4	$2.31M	Buy	20,058 +1,186	+6%	+$142K	0.69%	35
2024 Q3	$2.21M	Buy	18,872 +375	+2%	+$42.4K	0.67%	36
2024 Q2	$1.97M	Sell	18,497 -285	-2%	-$30.5K	0.63%	37
2024 Q1	$2.08M	Buy	+18,782	New	+$1.99M	0.71%	29

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

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

Hilltop National Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 5% in Q2 2026, selling an estimated $112K and leaving 15,360 shares worth $2.28M. The position accounts for 0.49% of the portfolio, ranked #49.

Hilltop National Bank first reported a position in IJR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.31M in Q4 2024. 561 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Hilltop National Bank held 15,360 shares of iShares Core S&P Small-Cap ETF worth $2.28M as of Q2 2026.
Hilltop National Bank sold 814 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $112K.
iShares Core S&P Small-Cap ETF made up 0.49% of Hilltop National Bank's portfolio in Q2 2026, its #49 holding.
Hilltop National Bank first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Hilltop National Bank's iShares Core S&P Small-Cap ETF position peaked at $2.31M in Q4 2024.
561 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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