iShares Russell 1000 Index shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 7.9k | 365.48 |
| 2025-06-30 | $2.7M | 7.9k | 339.57 |
| 2025-03-31 | $2.5M | 8.2k | 306.74 |
| 2024-12-31 | $2.6M | 8.2k | 322.16 |
| 2024-09-30 | $2.7M | 8.5k | 314.39 |
| 2024-06-30 | $2.6M | 8.6k | 297.54 |
| 2024-03-31 | $2.6M | 8.9k | 288.03 |
| 2023-12-31 | $2.4M | 9.1k | 262.26 |
| 2023-09-30 | $2.2M | 9.2k | 234.91 |
| 2023-06-30 | $2.2M | 9.2k | 243.74 |
| 2023-03-31 | $2.1M | 9.3k | 225.23 |
| 2022-12-31 | $2.0M | 9.3k | 210.52 |
| 2022-09-30 | $1.8M | 9.3k | 197.32 |
| 2022-06-30 | $1.9M | 9.3k | 207.73 |
| 2022-03-31 | $2.3M | 9.3k | 250.11 |
| 2021-12-31 | $2.5M | 9.4k | 264.44 |
| 2021-09-30 | $2.3M | 9.4k | 241.72 |
| 2021-06-30 | $2.4M | 9.9k | 242.04 |
| 2021-03-31 | $2.2M | 9.9k | 223.79 |
| 2020-12-31 | $2.1M | 10k | 211.86 |
| 2020-09-30 | $1.9M | 10k | 187.15 |
| 2020-06-30 | $1.7M | 10k | 171.64 |
| 2020-03-31 | $1.4M | 10k | 141.50 |
| 2019-12-31 | $1.8M | 10k | 178.46 |
| 2019-09-30 | $1.7M | 10k | 164.53 |
| 2019-06-30 | $1.6M | 10k | 162.75 |
| 2019-03-31 | $1.6M | 10k | 157.27 |
| 2018-12-31 | $1.4M | 10k | 138.50 |
More positions owned by Hillcrest Wealth Advisors - NY
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