iShares Russell 2000 Value Index shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 71k | 176.81 |
| 2025-06-30 | $12M | 73k | 157.76 |
| 2025-03-31 | $11M | 75k | 150.98 |
| 2024-12-31 | $12M | 73k | 164.17 |
| 2024-09-30 | $12M | 72k | 166.82 |
| 2024-06-30 | $11M | 71k | 152.30 |
| 2024-03-31 | $11M | 71k | 158.81 |
| 2023-12-31 | $12M | 77k | 155.33 |
| 2023-09-30 | $11M | 78k | 135.55 |
| 2023-06-30 | $11M | 76k | 140.80 |
| 2023-03-31 | $10M | 76k | 137.02 |
| 2022-12-31 | $11M | 77k | 138.67 |
| 2022-09-30 | $9.9M | 77k | 128.92 |
| 2022-06-30 | $11M | 77k | 136.15 |
| 2022-03-31 | $12M | 75k | 161.40 |
| 2021-12-31 | $12M | 72k | 166.05 |
| 2021-09-30 | $11M | 70k | 160.23 |
| 2021-06-30 | $11M | 66k | 165.77 |
| 2021-03-31 | $11M | 66k | 159.48 |
| 2020-12-31 | $8.4M | 64k | 131.75 |
| 2020-09-30 | $6.4M | 64k | 99.34 |
| 2020-06-30 | $5.7M | 59k | 97.46 |
| 2020-03-31 | $4.9M | 59k | 82.02 |
| 2019-12-31 | $8.1M | 63k | 128.58 |
| 2019-09-30 | $7.6M | 63k | 119.41 |
| 2019-06-30 | $7.6M | 63k | 120.50 |
| 2019-03-31 | $7.5M | 62k | 119.90 |
| 2018-12-31 | $6.7M | 63k | 107.67 |
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