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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.54K	Hold	23	–	–	﹤0.01%	760
2026 Q1	$2.24K	Sell	23 -64	-74%	-$6.39K	﹤0.01%	757
2025 Q4	$8.38K	Hold	87	–	–	﹤0.01%	667
2025 Q3	$8.4K	Hold	87	–	–	﹤0.01%	667
2025 Q2	$8K	Buy	+87	New	+$7.51K	﹤0.01%	659
2024 Q4	$7.69K	Hold	87	–	–	﹤0.01%	657
2024 Q3	$7.67K	Hold	87	–	–	﹤0.01%	684
2024 Q2	$7.05K	Hold	87	–	–	﹤0.01%	688
2024 Q1	$7.32K	Buy	+87	New	+$6.89K	﹤0.01%	657

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

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

Hilltop National Bank held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 23 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Hilltop National Bank first reported a position in IWR in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.4K in Q3 2025. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Hilltop National Bank held 23 shares of iShares Russell Mid-Cap ETF worth $2.54K as of Q2 2026.
Hilltop National Bank left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Hilltop National Bank's portfolio in Q2 2026, its #760 holding.
Hilltop National Bank first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Hilltop National Bank's iShares Russell Mid-Cap ETF position peaked at $8.4K in Q3 2025.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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