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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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hilltop Wealth Advisors's IWR Position: Q1 2026 in Review

Hilltop Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.9% in Q1 2026, selling an estimated $177K and leaving 28,151 shares worth $2.74M. The position accounts for 1.64% of the portfolio, ranked #16.

Hilltop Wealth Advisors first reported a position in IWR in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.88M in Q4 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Hilltop Wealth Advisors held 28,151 shares of iShares Russell Mid-Cap ETF worth $2.74M as of Q1 2026.
  • Hilltop Wealth Advisors sold 1,768 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $177K.
  • iShares Russell Mid-Cap ETF made up 1.64% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Hilltop Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • Hilltop Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $2.88M in Q4 2025.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.