ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 5,550 Value ($000) $667 Avg Close — Range —
Q3 2025
Shares 5,550 Value ($000) $660 Avg Close — Range —
Q2 2025
Shares 5,950 Value ($000) $650 Avg Close — Range —
Q1 2025
Shares 5,950 Value ($000) $622 Avg Close — Range —
Q4 2024
Shares 5,950 Value ($000) $686 Avg Close — Range —
Q3 2024
Shares 5,950 Value ($000) $696 Avg Close — Range —
Q2 2024
Shares 6,224 Value ($000) $664 Avg Close — Range —
Q1 2024
Shares 6,224 Value ($000) $688 Avg Close — Range —
Q4 2023
Shares 6,224 Value ($000) $674 Avg Close — Range —
Q3 2023
Shares 6,424 Value ($000) $606 Avg Close — Range —
Q2 2023
Shares 6,424 Value ($000) $640 Avg Close — Range —
Q1 2023
Shares 6,424 Value ($000) $621 Avg Close — Range —
Q4 2022
Shares 6,424 Value ($000) $608 Avg Close — Range —
Q3 2022
Shares 6,424 Value ($000) $560 Avg Close — Range —
Q2 2022
Shares 6,624 Value ($000) $612 Avg Close — Range —
Q1 2022
Shares 6,624 Value ($000) $715 Avg Close — Range —
Q4 2021
Shares 6,624 Value ($000) $759 Avg Close — Range —
Q3 2021
Shares 6,624 Value ($000) $723 Avg Close — Range —
Q2 2021
Shares 6,624 Value ($000) $748 Avg Close — Range —