iShares Russell 2000 Index shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 79k | 241.96 |
| 2025-06-30 | $18M | 82k | 215.79 |
| 2025-03-31 | $17M | 83k | 199.49 |
| 2024-12-31 | $18M | 82k | 220.96 |
| 2024-09-30 | $18M | 80k | 220.89 |
| 2024-06-30 | $16M | 79k | 202.89 |
| 2024-03-31 | $17M | 80k | 210.30 |
| 2023-12-31 | $16M | 80k | 200.71 |
| 2023-09-30 | $14M | 80k | 176.74 |
| 2023-06-30 | $14M | 76k | 187.27 |
| 2023-03-31 | $14M | 77k | 178.40 |
| 2022-12-31 | $13M | 76k | 174.36 |
| 2022-09-30 | $13M | 76k | 164.92 |
| 2022-06-30 | $13M | 77k | 169.36 |
| 2022-03-31 | $15M | 71k | 204.98 |
| 2021-12-31 | $14M | 64k | 222.44 |
| 2021-09-30 | $13M | 60k | 218.75 |
| 2021-06-30 | $13M | 55k | 229.36 |
| 2021-03-31 | $12M | 53k | 220.94 |
| 2020-12-31 | $9.5M | 49k | 196.07 |
| 2020-09-30 | $7.3M | 49k | 149.80 |
| 2020-06-30 | $6.6M | 46k | 143.19 |
| 2020-03-31 | $5.3M | 46k | 114.46 |
| 2019-12-31 | $6.8M | 41k | 165.67 |
| 2019-09-30 | $6.1M | 40k | 151.35 |
| 2019-06-30 | $6.1M | 40k | 155.51 |
| 2019-03-31 | $5.4M | 35k | 153.09 |
| 2018-12-31 | $4.5M | 34k | 133.90 |
More positions owned by Hillcrest Wealth Advisors - NY
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