HWA
Hillcrest Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
7,895
-300
| -4% | -$102K | 1.26% | 19 |
|
|
2025
Q1 | $2.51M | Hold |
8,195
| – | – | 1.24% | 19 |
|
|
2024
Q4 | $2.64M | Sell |
8,195
-350
| -4% | -$113K | 1.25% | 19 |
|
|
2024
Q3 | $2.69M | Sell |
8,545
-100
| -1% | -$31.4K | 1.34% | 19 |
|
|
2024
Q2 | $2.57M | Sell |
8,645
-275
| -3% | -$81.8K | 1.38% | 18 |
|
|
2024
Q1 | $2.57M | Sell |
8,920
-200
| -2% | -$57.6K | 1.39% | 18 |
|
|
2023
Q4 | $2.39M | Sell |
9,120
-100
| -1% | -$26.2K | 1.32% | 19 |
|
|
2023
Q3 | $2.17M | Hold |
9,220
| – | – | 1.23% | 20 |
|
|
2023
Q2 | $2.25M | Sell |
9,220
-100
| -1% | -$24.4K | 1.33% | 20 |
|
|
2023
Q1 | $2.1M | Hold |
9,320
| – | – | 1.24% | 20 |
|
|
2022
Q4 | $1.96M | Hold |
9,320
| – | – | 1.17% | 21 |
|
|
2022
Q3 | $1.84M | Hold |
9,320
| – | – | 1.17% | 24 |
|
|
2022
Q2 | $1.94M | Hold |
9,320
| – | – | 1.17% | 24 |
|
|
2022
Q1 | $2.33M | Sell |
9,320
-100
| -1% | -$25K | 1.29% | 21 |
|
|
2021
Q4 | $2.49M | Hold |
9,420
| – | – | 1.34% | 20 |
|
|
2021
Q3 | $2.28M | Sell |
9,420
-500
| -5% | -$121K | 1.35% | 21 |
|
|
2021
Q2 | $2.4M | Hold |
9,920
| – | – | 1.45% | 20 |
|
|
2021
Q1 | $2.22M | Sell |
9,920
-200
| -2% | -$44.8K | 1.35% | 21 |
|
|
2020
Q4 | $2.14M | Hold |
10,120
| – | – | 1.43% | 19 |
|
|
2020
Q3 | $1.89M | Hold |
10,120
| – | – | 1.35% | 20 |
|
|
2020
Q2 | $1.74M | Hold |
10,120
| – | – | 1.5% | 19 |
|
|
2020
Q1 | $1.43M | Hold |
10,120
| – | – | 1.43% | 19 |
|
|
2019
Q4 | $1.81M | Hold |
10,120
| – | – | 1.5% | 18 |
|
|
2019
Q3 | $1.67M | Hold |
10,120
| – | – | 1.43% | 18 |
|
|
2019
Q2 | $1.65M | Sell |
10,120
-200
| -2% | -$32.5K | 1.39% | 19 |
|
|
2019
Q1 | $1.62M | Hold |
10,320
| – | – | 1.42% | 19 |
|
|
2018
Q4 | $1.43M | Buy |
+10,320
| New | +$1.43M | 1.33% | 21 |
|