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Hilltop National Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Hilltop National Bank’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Sell
13,683
-235
-2% -$171K 2.19% 7
2026
Q1 		$9.09M Sell
13,918
-35
-0.3% -$23.9K 2.16% 7
2025
Q4 		$9.56M Buy
13,953
+134
+1% +$91K 2.31% 7
2025
Q3 		$9.25M Sell
13,819
-12
-0.1% -$7.73K 2.28% 7
2025
Q2 		$8.59M Buy
+13,831
New +$7.94M 2.24% 5
2024
Q4 		$6.54M Sell
11,113
-59
-0.5% -$34.9K 1.97% 6
2024
Q3 		$6.44M Sell
11,172
-162
-1% -$90.1K 1.96% 6
2024
Q2 		$6.2M Sell
11,334
-29
-0.3% -$15.2K 2% 6
2024
Q1 		$5.97M Buy
+11,363
New +$5.69M 2.03% 6

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Hilltop National Bank reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, selling an estimated $171K and leaving 13,683 shares worth $10.2M. The position accounts for 2.19% of the portfolio, ranked #7.

Hilltop National Bank first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hilltop National Bank held 13,683 shares of iShares Core S&P 500 ETF worth $10.2M as of Q2 2026.
  • Hilltop National Bank sold 235 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $171K.
  • iShares Core S&P 500 ETF made up 2.19% of Hilltop National Bank's portfolio in Q2 2026, its #7 holding.
  • Hilltop National Bank first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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