ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 37,550 Value ($000) $12,129 Avg Close — Range —
Q3 2025
Shares 38,030 Value ($000) $12,171 Avg Close — Range —
Q2 2025
Shares 38,890 Value ($000) $11,117 Avg Close — Range —
Q1 2025
Shares 40,105 Value ($000) $10,248 Avg Close — Range —
Q4 2024
Shares 37,705 Value ($000) $10,852 Avg Close — Range —
Q3 2024
Shares 38,065 Value ($000) $10,810 Avg Close — Range —
Q2 2024
Shares 37,810 Value ($000) $9,926 Avg Close — Range —
Q1 2024
Shares 36,150 Value ($000) $9,789 Avg Close — Range —
Q4 2023
Shares 39,925 Value ($000) $10,070 Avg Close — Range —
Q3 2023
Shares 41,225 Value ($000) $9,241 Avg Close — Range —
Q2 2023
Shares 39,675 Value ($000) $9,628 Avg Close — Range —
Q1 2023
Shares 39,877 Value ($000) $9,045 Avg Close — Range —
Q4 2022
Shares 40,797 Value ($000) $8,752 Avg Close — Range —
Q3 2022
Shares 40,627 Value ($000) $8,393 Avg Close — Range —
Q2 2022
Shares 40,522 Value ($000) $8,360 Avg Close — Range —
Q1 2022
Shares 39,652 Value ($000) $10,141 Avg Close — Range —
Q4 2021
Shares 37,127 Value ($000) $10,880 Avg Close — Range —
Q3 2021
Shares 35,602 Value ($000) $10,452 Avg Close — Range —
Q2 2021
Shares 33,682 Value ($000) $10,498 Avg Close — Range —
Q1 2021
Shares 33,227 Value ($000) $9,993 Avg Close — Range —
Q4 2020
Shares 30,975 Value ($000) $8,881 Avg Close — Range —
Q3 2020
Shares 31,150 Value ($000) $6,900 Avg Close — Range —
Q2 2020
Shares 31,225 Value ($000) $6,460 Avg Close — Range —
Q1 2020
Shares 32,100 Value ($000) $5,077 Avg Close — Range —
Q4 2019
Shares 33,110 Value ($000) $7,093 Avg Close — Range —
Q3 2019
Shares 33,810 Value ($000) $6,516 Avg Close — Range —
Q2 2019
Shares 33,810 Value ($000) $6,791 Avg Close — Range —
Q1 2019
Shares 33,035 Value ($000) $6,497 Avg Close — Range —
Q4 2018
Shares 32,964 Value ($000) $5,538 Avg Close — Range —