Hillcrest Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.9M	Sell	83,009 -123	-0.1%	-$34.6K	8.93%	2
2026 Q1	$20.6M	Buy	83,132 +2,145	+3%	+$553K	8.35%	2
2025 Q4	$19.9M	Buy	80,987 +1,675	+2%	+$412K	8.58%	2
2025 Q3	$19.2M	Sell	79,312 -2,960	-4%	-$679K	8.63%	2
2025 Q2	$17.8M	Sell	82,272 -255	-0.3%	-$51.3K	8.35%	2
2025 Q1	$16.5M	Buy	82,527 +530	+0.6%	+$115K	8.15%	2
2024 Q4	$18.1M	Buy	81,997 +1,575	+2%	+$359K	8.61%	2
2024 Q3	$17.8M	Buy	80,422 +1,300	+2%	+$278K	8.87%	2
2024 Q2	$16.1M	Sell	79,122 -650	-0.8%	-$131K	8.64%	2
2024 Q1	$16.8M	Sell	79,772 -500	-0.6%	-$99.7K	9.09%	2
2023 Q4	$16.1M	Buy	80,272 +95	+0.1%	+$17K	8.88%	2
2023 Q3	$14.2M	Buy	80,177 +4,680	+6%	+$879K	8.07%	2
2023 Q2	$14.1M	Sell	75,497 -1,175	-2%	-$209K	8.35%	2
2023 Q1	$13.7M	Buy	76,672 +300	+0.4%	+$55.2K	8.11%	2
2022 Q4	$13.3M	Buy	76,372 +100	+0.1%	+$17.8K	7.96%	2
2022 Q3	$12.6M	Sell	76,272 -510	-0.7%	-$93K	7.98%	2
2022 Q2	$13M	Buy	76,782 +5,630	+8%	+$1.04M	7.89%	2
2022 Q1	$14.6M	Buy	71,152 +7,302	+11%	+$1.49M	8.08%	2
2021 Q4	$14.2M	Buy	63,850 +4,130	+7%	+$933K	7.64%	4
2021 Q3	$13.1M	Buy	59,720 +4,820	+9%	+$1.07M	7.75%	4
2021 Q2	$12.6M	Buy	54,900 +1,740	+3%	+$391K	7.62%	4
2021 Q1	$11.7M	Buy	53,160 +4,580	+9%	+$1,000K	7.16%	4
2020 Q4	$9.53M	Buy	48,580 +75	+0.2%	+$13.1K	6.37%	4
2020 Q3	$7.27M	Buy	48,505 +2,510	+5%	+$378K	5.17%	4
2020 Q2	$6.59M	Buy	45,995 +100	+0.2%	+$13.1K	5.7%	4
2020 Q1	$5.25M	Buy	45,895 +4,650	+11%	+$693K	5.24%	4
2019 Q4	$6.83M	Buy	41,245 +1,100	+3%	+$174K	5.69%	6
2019 Q3	$6.08M	Buy	40,145 +675	+2%	+$103K	5.23%	6
2019 Q2	$6.14M	Buy	39,470 +4,125	+12%	+$636K	5.17%	6
2019 Q1	$5.41M	Buy	35,345 +1,425	+4%	+$214K	4.75%	6
2018 Q4	$4.54M	Buy	+33,920	New	+$5.06M	4.22%	7

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hillcrest Wealth Advisors's IWM Position: Q2 2026 in Review

Hillcrest Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.15% in Q2 2026, selling an estimated $34.6K and leaving 83,009 shares worth $24.9M. The position accounts for 8.93% of the portfolio, ranked #2.

Hillcrest Wealth Advisors first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Hillcrest Wealth Advisors held 83,009 shares of iShares Russell 2000 ETF worth $24.9M as of Q2 2026.
Hillcrest Wealth Advisors sold 123 iShares Russell 2000 ETF shares in Q2 2026, an estimated $34.6K.
iShares Russell 2000 ETF made up 8.93% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Hillcrest Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.