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

Hilltop Wealth Advisors’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	$3.31M	Buy	30,033 +1,882	+7%	+$198K	1.64%	15
2026 Q1	$2.74M	Sell	28,151 -1,768	-6%	-$177K	1.64%	16
2025 Q4	$2.88M	Buy	29,919 +2,127	+8%	+$205K	1.45%	22
2025 Q3	$2.68M	Buy	27,792 +1,879	+7%	+$178K	1.4%	23
2025 Q2	$2.38M	Buy	25,913 +3,804	+17%	+$329K	1.34%	20
2025 Q1	$1.88M	Buy	22,109 +1,933	+10%	+$172K	1.06%	22
2024 Q4	$1.78M	Sell	20,176 -2,411	-11%	-$219K	0.9%	23
2024 Q3	$1.99M	Buy	22,587 +482	+2%	+$40.6K	0.93%	24
2024 Q2	$1.79M	Buy	22,105 +204	+0.9%	+$16.6K	0.9%	22
2024 Q1	$1.84M	Sell	21,901 -3,067	-12%	-$243K	0.94%	23
2023 Q4	$1.94M	Buy	24,968 +4,031	+19%	+$286K	1.11%	19
2023 Q3	$1.45M	Buy	20,937 +3,065	+17%	+$224K	1.12%	18
2023 Q2	$1.31M	Buy	17,872 +3,248	+22%	+$226K	0.96%	18
2023 Q1	$1.02M	Buy	14,624 +2,965	+25%	+$209K	0.82%	19
2022 Q4	$786K	Buy	11,659 +192	+2%	+$12.9K	0.67%	20
2022 Q3	$713K	Buy	+11,467	New	+$789K	0.73%	21

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Hilltop Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.7% in Q2 2026, buying an estimated $198K and bringing the position to 30,033 shares worth $3.31M. The position accounts for 1.64% of the portfolio, ranked #15.

Hilltop Wealth Advisors first reported a position in IWR in Q3 2022 and has held it in 16 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Hilltop Wealth Advisors held 30,033 shares of iShares Russell Mid-Cap ETF worth $3.31M as of Q2 2026.
Hilltop Wealth Advisors bought 1,882 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $198K.
iShares Russell Mid-Cap ETF made up 1.64% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Hilltop Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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