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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hilltop Partners's IWR Position: Q1 2026 in Review

Hilltop Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.04% in Q1 2026, buying an estimated $100 and bringing the position to 2,389 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #113.

Hilltop Partners first reported a position in IWR in Q4 2022 and has held it in 13 quarters since. The position peaked at $255K in Q1 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Hilltop Partners held 2,389 shares of iShares Russell Mid-Cap ETF worth $232K as of Q1 2026.
Hilltop Partners bought 1 iShares Russell Mid-Cap ETF share in Q1 2026, an estimated $100.
iShares Russell Mid-Cap ETF made up 0.06% of Hilltop Partners's portfolio in Q1 2026, its #113 holding.
Hilltop Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
Hilltop Partners's iShares Russell Mid-Cap ETF position peaked at $255K in Q1 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Hilltop Partners's 13F filing for Q1 2026, filed 12 May 2026.