Hillcrest Wealth Advisors - NY, LLC IWO Holdings History
Hillcrest Wealth Advisors - NY, LLC's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-06-30, Hillcrest Wealth Advisors - NY, LLC held 38,890.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $11.12 Mil. This investment constitutes 5.23% of their stock portfolio, and Hillcrest Wealth Advisors - NY, LLC now holds 0.1% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2018Q4. And since then Hillcrest Wealth Advisors - NY, LLC has made 14 purchases of IWO, at an average price of $214.23, for a total of 49,497.00 shares. In addition, there have been 11 sales at an average price of $236.29 for 10,607.00 shares. Based on historical transaction data and IWO's current price of $296.16, Hillcrest Wealth Advisors - NY, LLC's estimated gain on his IWO holdings is $3.42 Mil, reflecting a 32.26% gain to date.
Hillcrest Wealth Advisors - NY, LLC IWO ($296.16) Holding Chart
Hillcrest Wealth Advisors - NY, LLC IWO ($296.16) 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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