Hillcrest Wealth Advisors - NY, LLC IWM Holdings History
Hillcrest Wealth Advisors - NY, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, Hillcrest Wealth Advisors - NY, LLC held 82,272.00 shares of iShares Russell 2000 ETF(IWM), totaling $17.75 Mil. This investment constitutes 8.35% of their stock portfolio, and Hillcrest Wealth Advisors - NY, LLC now holds 0.03% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q4. And since then Hillcrest Wealth Advisors - NY, LLC has made 21 purchases of IWM, at an average price of $174.39, for a total of 85,362.00 shares. In addition, there have been 5 sales at an average price of $189.02 for 3,090.00 shares. Based on historical transaction data and IWM's current price of $223.27, Hillcrest Wealth Advisors - NY, LLC's estimated gain on his IWM holdings is $4.07 Mil, reflecting a 27.32% gain to date.
Hillcrest Wealth Advisors - NY, LLC IWM ($223.27) Holding Chart
Hillcrest Wealth Advisors - NY, LLC IWM ($223.27) 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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