ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

Hillcrest Wealth Advisors - NY, LLC's Holding History (CIK: 0001767121)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 24,238 Value ($000) $5,098 Avg Close Range
Q3 2025
Shares 25,318 Value ($000) $5,154 Avg Close Range
Q2 2025
Shares 25,718 Value ($000) $4,995 Avg Close Range
Q1 2025
Shares 26,018 Value ($000) $4,896 Avg Close Range
Q4 2024
Shares 26,218 Value ($000) $4,854 Avg Close Range
Q3 2024
Shares 26,668 Value ($000) $5,062 Avg Close Range
Q2 2024
Shares 26,668 Value ($000) $4,653 Avg Close Range
Q1 2024
Shares 26,868 Value ($000) $4,812 Avg Close Range
Q4 2023
Shares 27,268 Value ($000) $4,506 Avg Close Range
Q3 2023
Shares 27,768 Value ($000) $4,216 Avg Close Range
Q2 2023
Shares 27,793 Value ($000) $4,387 Avg Close Range
Q1 2023
Shares 28,343 Value ($000) $4,316 Avg Close Range
Q4 2022
Shares 30,018 Value ($000) $4,552 Avg Close Range
Q3 2022
Shares 26,738 Value ($000) $3,636 Avg Close Range
Q2 2022
Shares 26,968 Value ($000) $3,910 Avg Close Range
Q1 2022
Shares 25,268 Value ($000) $4,194 Avg Close Range
Q4 2021
Shares 28,718 Value ($000) $4,823 Avg Close Range
Q3 2021
Shares 29,043 Value ($000) $4,546 Avg Close Range
Q2 2021
Shares 29,243 Value ($000) $4,639 Avg Close Range
Q1 2021
Shares 32,812 Value ($000) $4,973 Avg Close Range
Q4 2020
Shares 32,543 Value ($000) $4,450 Avg Close Range
Q3 2020
Shares 33,707 Value ($000) $3,982 Avg Close Range
Q2 2020
Shares 32,107 Value ($000) $3,616 Avg Close Range
Q1 2020
Shares 32,107 Value ($000) $3,184 Avg Close Range
Q4 2019
Shares 35,407 Value ($000) $4,832 Avg Close Range
Q3 2019
Shares 34,907 Value ($000) $4,477 Avg Close Range
Q2 2019
Shares 35,107 Value ($000) $4,466 Avg Close Range
Q1 2019
Shares 35,257 Value ($000) $4,354 Avg Close Range
Q4 2018
Shares 35,407 Value ($000) $3,932 Avg Close Range