HNB
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Hilltop National Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hilltop National Bank’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.84M Sell
27,952
-1,739
-6% -$230K 0.82% 29
2026
Q1 		$3.36M Sell
29,691
-440
-1% -$52.9K 0.8% 27
2025
Q4 		$3.71M Sell
30,131
-30
-0.1% -$3.67K 0.9% 23
2025
Q3 		$3.64M Sell
30,161
-412
-1% -$47.4K 0.9% 23
2025
Q2 		$3.37M Buy
+30,573
New +$3.03M 0.88% 23
2024
Q4 		$3.27M Sell
32,241
-1,451
-4% -$145K 0.98% 20
2024
Q3 		$3.23M Sell
33,692
-7
-0% -$646 0.98% 18
2024
Q2 		$3.12M Sell
33,699
-21
-0.1% -$1.81K 1% 16
2024
Q1 		$2.85M Buy
+33,720
New +$2.71M 0.97% 16

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Hilltop National Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.9% in Q2 2026, selling an estimated $230K and leaving 27,952 shares worth $3.84M. The position accounts for 0.82% of the portfolio, ranked #29.

Hilltop National Bank first reported a position in IVW in Q1 2024 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Hilltop National Bank held 27,952 shares of iShares S&P 500 Growth ETF worth $3.84M as of Q2 2026.
  • Hilltop National Bank sold 1,739 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $230K.
  • iShares S&P 500 Growth ETF made up 0.82% of Hilltop National Bank's portfolio in Q2 2026, its #29 holding.
  • Hilltop National Bank first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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