ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 80,987 Value ($000) $19,936 Avg Close — Range —
Q3 2025
Shares 79,312 Value ($000) $19,190 Avg Close — Range —
Q2 2025
Shares 82,272 Value ($000) $17,753 Avg Close — Range —
Q1 2025
Shares 82,527 Value ($000) $16,463 Avg Close — Range —
Q4 2024
Shares 81,997 Value ($000) $18,118 Avg Close — Range —
Q3 2024
Shares 80,422 Value ($000) $17,764 Avg Close — Range —
Q2 2024
Shares 79,122 Value ($000) $16,053 Avg Close — Range —
Q1 2024
Shares 79,772 Value ($000) $16,776 Avg Close — Range —
Q4 2023
Shares 80,272 Value ($000) $16,111 Avg Close — Range —
Q3 2023
Shares 80,177 Value ($000) $14,170 Avg Close — Range —
Q2 2023
Shares 75,497 Value ($000) $14,138 Avg Close — Range —
Q1 2023
Shares 76,672 Value ($000) $13,678 Avg Close — Range —
Q4 2022
Shares 76,372 Value ($000) $13,316 Avg Close — Range —
Q3 2022
Shares 76,272 Value ($000) $12,579 Avg Close — Range —
Q2 2022
Shares 76,782 Value ($000) $13,004 Avg Close — Range —
Q1 2022
Shares 71,152 Value ($000) $14,585 Avg Close — Range —
Q4 2021
Shares 63,850 Value ($000) $14,203 Avg Close — Range —
Q3 2021
Shares 59,720 Value ($000) $13,064 Avg Close — Range —
Q2 2021
Shares 54,900 Value ($000) $12,592 Avg Close — Range —
Q1 2021
Shares 53,160 Value ($000) $11,745 Avg Close — Range —
Q4 2020
Shares 48,580 Value ($000) $9,525 Avg Close — Range —
Q3 2020
Shares 48,505 Value ($000) $7,266 Avg Close — Range —
Q2 2020
Shares 45,995 Value ($000) $6,586 Avg Close — Range —
Q1 2020
Shares 45,895 Value ($000) $5,253 Avg Close — Range —
Q4 2019
Shares 41,245 Value ($000) $6,833 Avg Close — Range —
Q3 2019
Shares 40,145 Value ($000) $6,076 Avg Close — Range —
Q2 2019
Shares 39,470 Value ($000) $6,138 Avg Close — Range —
Q1 2019
Shares 35,345 Value ($000) $5,411 Avg Close — Range —
Q4 2018
Shares 33,920 Value ($000) $4,542 Avg Close — Range —