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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$100K	Buy	+757	New	+$100K	0.03%	348
2024 Q4	$126K	Hold	973	–	–	0.04%	259
2024 Q3	$129K	Buy	973 +69	+8%	+$9.13K	0.04%	274
2024 Q2	$109K	Sell	904 -294	-25%	-$35.5K	0.04%	287
2024 Q1	$150K	Buy	+1,198	New	+$150K	0.05%	234