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

Hillcrest Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.98M Buy
24,138
+400
+2% +$101K 2.12% 13
2026
Q2 		$5.75M Sell
23,738
-375
-2% -$87.3K 2.06% 13
2026
Q1 		$5.15M Sell
24,113
-125
-0.5% -$27.4K 2.09% 14
2025
Q4 		$5.1M Sell
24,238
-1,080
-4% -$223K 2.19% 14
2025
Q3 		$5.15M Sell
25,318
-400
-2% -$79.6K 2.32% 13
2025
Q2 		$5M Sell
25,718
-300
-1% -$55.6K 2.35% 13
2025
Q1 		$4.9M Sell
26,018
-200
-0.8% -$38.1K 2.42% 13
2024
Q4 		$4.85M Sell
26,218
-450
-2% -$86.3K 2.31% 14
2024
Q3 		$5.06M Hold
26,668
– – 2.53% 13
2024
Q2 		$4.65M Sell
26,668
-200
-0.7% -$35K 2.51% 13
2024
Q1 		$4.81M Sell
26,868
-400
-1% -$67.7K 2.61% 12
2023
Q4 		$4.51M Sell
27,268
-500
-2% -$77.2K 2.48% 12
2023
Q3 		$4.22M Sell
27,768
-25
-0.1% -$3.96K 2.4% 13
2023
Q2 		$4.39M Sell
27,793
-550
-2% -$84.1K 2.59% 11
2023
Q1 		$4.32M Sell
28,343
-1,675
-6% -$259K 2.56% 9
2022
Q4 		$4.55M Buy
30,018
+3,280
+12% +$491K 2.72% 9
2022
Q3 		$3.64M Sell
26,738
-230
-0.9% -$34.6K 2.31% 12
2022
Q2 		$3.91M Buy
26,968
+1,700
+7% +$266K 2.37% 12
2022
Q1 		$4.19M Sell
25,268
-3,450
-12% -$567K 2.32% 12
2021
Q4 		$4.82M Sell
28,718
-325
-1% -$53.2K 2.59% 10
2021
Q3 		$4.55M Sell
29,043
-200
-0.7% -$32.1K 2.7% 10
2021
Q2 		$4.64M Sell
29,243
-3,569
-11% -$565K 2.81% 10
2021
Q1 		$4.97M Buy
32,812
+269
+0.8% +$38.9K 3.03% 8
2020
Q4 		$4.45M Sell
32,543
-1,164
-3% -$149K 2.98% 10
2020
Q3 		$3.98M Buy
33,707
+1,600
+5% +$190K 2.83% 10
2020
Q2 		$3.62M Hold
32,107
– – 3.13% 11
2020
Q1 		$3.18M Sell
32,107
-3,300
-9% -$411K 3.17% 10
2019
Q4 		$4.83M Buy
35,407
+500
+1% +$65.9K 4.02% 8
2019
Q3 		$4.48M Sell
34,907
-200
-0.6% -$25.4K 3.85% 7
2019
Q2 		$4.47M Sell
35,107
-150
-0.4% -$18.8K 3.76% 8
2019
Q1 		$4.35M Sell
35,257
-150
-0.4% -$18K 3.82% 8
2018
Q4 		$3.93M Buy
+35,407
New +$4.24M 3.65% 10

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Hillcrest Wealth Advisors's IWD Position: Q3 2026 in Review

Hillcrest Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 1.7% in Q3 2026, buying an estimated $101K and bringing the position to 24,138 shares worth $5.98M. The position accounts for 2.12% of the portfolio, ranked #13.

Hillcrest Wealth Advisors first reported a position in IWD in Q4 2018 and has held it in 32 quarters since. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Hillcrest Wealth Advisors held 24,138 shares of iShares Russell 1000 Value ETF worth $5.98M as of Q3 2026.
  • Hillcrest Wealth Advisors bought 400 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $101K.
  • iShares Russell 1000 Value ETF made up 2.12% of Hillcrest Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • Hillcrest Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 32 quarters since.
  • 1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.