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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Hilltop National Bank reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.3% in Q2 2026, selling an estimated $80.2K and leaving 43,051 shares worth $6.3M. The position accounts for 1.35% of the portfolio, ranked #14.

Hilltop National Bank first reported a position in IWP in Q1 2024 and has held it in 9 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Hilltop National Bank held 43,051 shares of iShares Russell Mid-Cap Growth ETF worth $6.3M as of Q2 2026.
Hilltop National Bank sold 582 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $80.2K.
iShares Russell Mid-Cap Growth ETF made up 1.35% of Hilltop National Bank's portfolio in Q2 2026, its #14 holding.
Hilltop National Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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