HWA
Hillcrest Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Sell |
9,355
-125
| -1% | -$53.1K | 1.87% | 17 |
|
|
2025
Q1 | $3.42M | Sell |
9,480
-20
| -0.2% | -$7.22K | 1.69% | 17 |
|
|
2024
Q4 | $3.82M | Sell |
9,500
-250
| -3% | -$100K | 1.81% | 17 |
|
|
2024
Q3 | $3.66M | Hold |
9,750
| – | – | 1.83% | 17 |
|
|
2024
Q2 | $3.55M | Sell |
9,750
-400
| -4% | -$146K | 1.91% | 16 |
|
|
2024
Q1 | $3.42M | Sell |
10,150
-350
| -3% | -$118K | 1.85% | 16 |
|
|
2023
Q4 | $3.18M | Buy |
10,500
+842
| +9% | +$255K | 1.75% | 16 |
|
|
2023
Q3 | $2.57M | Buy |
9,658
+533
| +6% | +$142K | 1.46% | 17 |
|
|
2023
Q2 | $2.51M | Sell |
9,125
-2,930
| -24% | -$806K | 1.48% | 18 |
|
|
2023
Q1 | $2.95M | Sell |
12,055
-900
| -7% | -$220K | 1.75% | 16 |
|
|
2022
Q4 | $2.78M | Hold |
12,955
| – | – | 1.66% | 16 |
|
|
2022
Q3 | $2.73M | Hold |
12,955
| – | – | 1.73% | 17 |
|
|
2022
Q2 | $2.83M | Hold |
12,955
| – | – | 1.72% | 17 |
|
|
2022
Q1 | $3.6M | Sell |
12,955
-3,310
| -20% | -$919K | 1.99% | 14 |
|
|
2021
Q4 | $4.97M | Hold |
16,265
| – | – | 2.67% | 8 |
|
|
2021
Q3 | $4.46M | Sell |
16,265
-600
| -4% | -$164K | 2.64% | 12 |
|
|
2021
Q2 | $4.58M | Sell |
16,865
-749
| -4% | -$203K | 2.77% | 11 |
|
|
2021
Q1 | $4.28M | Sell |
17,614
-157
| -0.9% | -$38.2K | 2.61% | 13 |
|
|
2020
Q4 | $4.29M | Sell |
17,771
-65
| -0.4% | -$15.7K | 2.87% | 12 |
|
|
2020
Q3 | $3.87M | Buy |
17,836
+1,201
| +7% | +$260K | 2.75% | 11 |
|
|
2020
Q2 | $3.19M | Sell |
16,635
-250
| -1% | -$48K | 2.76% | 15 |
|
|
2020
Q1 | $2.54M | Sell |
16,885
-2,100
| -11% | -$316K | 2.54% | 16 |
|
|
2019
Q4 | $3.34M | Sell |
18,985
-1,320
| -7% | -$232K | 2.78% | 15 |
|
|
2019
Q3 | $3.24M | Hold |
20,305
| – | – | 2.79% | 14 |
|
|
2019
Q2 | $3.2M | Sell |
20,305
-750
| -4% | -$118K | 2.69% | 14 |
|
|
2019
Q1 | $3.19M | Buy |
21,055
+1,055
| +5% | +$160K | 2.8% | 14 |
|
|
2018
Q4 | $2.62M | Buy |
+20,000
| New | +$2.62M | 2.43% | 14 |
|