Hilltop National Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.3M	Sell	43,051 -582	-1%	-$80.2K	1.35%	14
2026 Q1	$5.59M	Buy	43,633 +229	+0.5%	+$31K	1.33%	14
2025 Q4	$5.94M	Buy	43,404 +276	+0.6%	+$38.6K	1.44%	11
2025 Q3	$6.14M	Buy	43,128 +232	+0.5%	+$32.8K	1.51%	11
2025 Q2	$5.95M	Buy	+42,896	New	+$5.43M	1.55%	10
2024 Q4	$4.17M	Buy	32,897 +1,428	+5%	+$182K	1.25%	11
2024 Q3	$3.69M	Buy	31,469 +2,544	+9%	+$284K	1.12%	14
2024 Q2	$3.19M	Buy	28,925 +3,083	+12%	+$339K	1.03%	13
2024 Q1	$2.95M	Buy	+25,842	New	+$2.8M	1%	14

Other funds holding IWP

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return