Hillcrest Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Hillcrest Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.68M	Sell
2025 Q1	$2.51M	Hold
2024 Q4	$2.64M	Sell
2024 Q3	$2.69M	Sell
2024 Q2	$2.57M	Sell
2024 Q1	$2.57M	Sell
2023 Q4	$2.39M	Sell
2023 Q3	$2.17M	Hold
2023 Q2	$2.25M	Sell
2023 Q1	$2.1M	Hold
2022 Q4	$1.96M	Hold
2022 Q3	$1.84M	Hold
2022 Q2	$1.94M	Hold
2022 Q1	$2.33M	Sell
2021 Q4	$2.49M	Hold
2021 Q3	$2.28M	Sell
2021 Q2	$2.4M	Hold
2021 Q1	$2.22M	Sell
2020 Q4	$2.14M	Hold
2020 Q3	$1.89M	Hold
2020 Q2	$1.74M	Hold
2020 Q1	$1.43M	Hold
2019 Q4	$1.81M	Hold
2019 Q3	$1.67M	Hold
2019 Q2	$1.65M	Sell
2019 Q1	$1.62M	Hold
2018 Q4	$1.43M	Buy