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

Hilltop Partners’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 		$250K Sell
2,264
-125
-5% -$13.1K 0.06% 126
2026
Q1 		$232K Buy
2,389
+1
+0% +$100 0.06% 113
2025
Q4 		$230K Sell
2,388
-1
-0% -$96 0.06% 115
2025
Q3 		$231K Buy
2,389
+2
+0.1% +$190 0.07% 107
2025
Q2 		$220K Buy
+2,387
New +$206K 0.07% 109
2025
Q1 		– Sell
-2,525
Closed -$223K – 105
2024
Q4 		$223K Buy
2,525
+51
+2% +$4.63K 0.08% 96
2024
Q3 		$218K Sell
2,474
-43
-2% -$3.62K 0.07% 103
2024
Q2 		$204K Sell
2,517
-516
-17% -$42K 0.08% 95
2024
Q1 		$255K Buy
3,033
+4
+0.1% +$317 0.09% 87
2023
Q4 		$235K Sell
3,029
-24
-0.8% -$1.71K 0.09% 90
2023
Q3 		$211K Sell
3,053
-103
-3% -$7.51K 0.09% 92
2023
Q2 		$230K Sell
3,156
-8
-0.3% -$556 0.1% 86
2023
Q1 		$221K Sell
3,164
-65
-2% -$4.59K 0.1% 62
2022
Q4 		$218K Buy
+3,229
New +$218K 0.12% 53

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hilltop Partners's IWR Position: Q2 2026 in Review

Hilltop Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.2% in Q2 2026, selling an estimated $13.1K and leaving 2,264 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #126.

Hilltop Partners first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. The position peaked at $255K in Q1 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Hilltop Partners held 2,264 shares of iShares Russell Mid-Cap ETF worth $250K as of Q2 2026.
  • Hilltop Partners sold 125 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $13.1K.
  • iShares Russell Mid-Cap ETF made up 0.06% of Hilltop Partners's portfolio in Q2 2026, its #126 holding.
  • Hilltop Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Hilltop Partners's iShares Russell Mid-Cap ETF position peaked at $255K in Q1 2024.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.