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 Q3	$2.01M	Sell	14,803 -557	-4%	-$80.6K	0.43%	53
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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

Hilltop National Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.6% in Q3 2026, selling an estimated $80.6K and leaving 14,803 shares worth $2.01M. The position accounts for 0.43% of the portfolio, ranked #53.

Hilltop National Bank first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.31M in Q4 2024. 525 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Hilltop National Bank held 14,803 shares of iShares Core S&P Small-Cap ETF worth $2.01M as of Q3 2026.
Hilltop National Bank sold 557 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $80.6K.
iShares Core S&P Small-Cap ETF made up 0.43% of Hilltop National Bank's portfolio in Q3 2026, its #53 holding.
Hilltop National Bank first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Hilltop National Bank's iShares Core S&P Small-Cap ETF position peaked at $2.31M in Q4 2024.
525 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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