HWA
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Hilltop Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hilltop Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.03M Sell
29,299
-544
-2% -$71.8K 1.99% 12
2026
Q1 		$3.38M Sell
29,843
-1,526
-5% -$184K 2.02% 13
2025
Q4 		$3.87M Sell
31,369
-1,624
-5% -$199K 1.94% 14
2025
Q3 		$3.98M Buy
32,993
+696
+2% +$80.1K 2.08% 13
2025
Q2 		$3.56M Sell
32,297
-1,175
-4% -$116K 2% 11
2025
Q1 		$3.11M Sell
33,472
-3,909
-10% -$394K 1.75% 13
2024
Q4 		$3.8M Sell
37,381
-1,159
-3% -$116K 1.92% 12
2024
Q3 		$3.69M Sell
38,540
-2,304
-6% -$213K 1.72% 13
2024
Q2 		$3.78M Sell
40,844
-716
-2% -$61.7K 1.9% 12
2024
Q1 		$3.51M Sell
41,560
-1,161
-3% -$93.3K 1.79% 13
2023
Q4 		$3.21M Sell
42,721
-1,733
-4% -$123K 1.83% 13
2023
Q3 		$3.04M Sell
44,454
-1,874
-4% -$133K 2.35% 10
2023
Q2 		$3.27M Sell
46,328
-991
-2% -$65.5K 2.41% 10
2023
Q1 		$3.02M Sell
47,319
-1,122
-2% -$68.6K 2.43% 10
2022
Q4 		$2.83M Sell
48,441
-5,295
-10% -$318K 2.4% 10
2022
Q3 		$3.11M Sell
53,736
-11,019
-17% -$716K 3.2% 10
2022
Q2 		$3.91M Sell
64,755
-269,335
-81% -$17.8M 3.81% 8
2022
Q1 		$25.5M Sell
334,090
-2,345
-0.7% -$176K 21.73% 1
2021
Q4 		$28.1M Sell
336,435
-9,603
-3% -$774K 19.55% 1
2021
Q3 		$25.6M Sell
346,038
-13,387
-4% -$1.02M 17.96% 1
2021
Q2 		$26.1M Buy
359,425
+4,597
+1% +$318K 18.49% 1
2021
Q1 		$23.1M Sell
354,828
-38,886
-10% -$2.51M 17.67% 1
2020
Q4 		$25.1M Sell
393,714
-8,570
-2% -$520K 22.38% 1
2020
Q3 		$23.2M Buy
402,284
+2,088
+0.5% +$118K 23.53% 1
2020
Q2 		$20.8M Sell
400,196
-31,544
-7% -$1.51M 22.73% 1
2020
Q1 		$17.8M Buy
431,740
+3,412
+0.8% +$161K 21.75% 2
2019
Q4 		$20.7M Buy
+428,328
New +$19.9M 21.51% 2

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hilltop Wealth Advisors's IVW Position: Q2 2026 in Review

Hilltop Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q2 2026, selling an estimated $71.8K and leaving 29,299 shares worth $4.03M. The position accounts for 1.99% of the portfolio, ranked #12.

Hilltop Wealth Advisors first reported a position in IVW in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.1M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Hilltop Wealth Advisors held 29,299 shares of iShares S&P 500 Growth ETF worth $4.03M as of Q2 2026.
  • Hilltop Wealth Advisors sold 544 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $71.8K.
  • iShares S&P 500 Growth ETF made up 1.99% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Hilltop Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Hilltop Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $28.1M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.