Hillcrest Wealth Advisors - NY, LLC IWN Holdings History
Hillcrest Wealth Advisors - NY, LLC's iShares Russell 2000 Value ETF Holding Summary
As of 2025-06-30, Hillcrest Wealth Advisors - NY, LLC held 73,280.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $11.56 Mil. This investment constitutes 5.44% of their stock portfolio, and Hillcrest Wealth Advisors - NY, LLC now holds 0.11% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2018Q4. And since then Hillcrest Wealth Advisors - NY, LLC has made 16 purchases of IWN, at an average price of $126.98, for a total of 89,340.00 shares. In addition, there have been 10 sales at an average price of $136.13 for 16,060.00 shares. Based on historical transaction data and IWN's current price of $165.74, Hillcrest Wealth Advisors - NY, LLC's estimated gain on his IWN holdings is $2.99 Mil, reflecting a 26.33% gain to date.
Hillcrest Wealth Advisors - NY, LLC IWN ($165.74) Holding Chart
Hillcrest Wealth Advisors - NY, LLC IWN ($165.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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