HWA
Hillcrest Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
82,272
-255
| -0.3% | -$55K | 8.35% | 2 |
|
|
2025
Q1 | $16.5M | Buy |
82,527
+530
| +0.6% | +$106K | 8.15% | 2 |
|
|
2024
Q4 | $18.1M | Buy |
81,997
+1,575
| +2% | +$348K | 8.61% | 2 |
|
|
2024
Q3 | $17.8M | Buy |
80,422
+1,300
| +2% | +$287K | 8.87% | 2 |
|
|
2024
Q2 | $16.1M | Sell |
79,122
-650
| -0.8% | -$132K | 8.64% | 2 |
|
|
2024
Q1 | $16.8M | Sell |
79,772
-500
| -0.6% | -$105K | 9.09% | 2 |
|
|
2023
Q4 | $16.1M | Buy |
80,272
+95
| +0.1% | +$19.1K | 8.88% | 2 |
|
|
2023
Q3 | $14.2M | Buy |
80,177
+4,680
| +6% | +$827K | 8.07% | 2 |
|
|
2023
Q2 | $14.1M | Sell |
75,497
-1,175
| -2% | -$220K | 8.35% | 2 |
|
|
2023
Q1 | $13.7M | Buy |
76,672
+300
| +0.4% | +$53.5K | 8.11% | 2 |
|
|
2022
Q4 | $13.3M | Buy |
76,372
+100
| +0.1% | +$17.4K | 7.96% | 2 |
|
|
2022
Q3 | $12.6M | Sell |
76,272
-510
| -0.7% | -$84.1K | 7.98% | 2 |
|
|
2022
Q2 | $13M | Buy |
76,782
+5,630
| +8% | +$954K | 7.89% | 2 |
|
|
2022
Q1 | $14.6M | Buy |
71,152
+7,302
| +11% | +$1.5M | 8.08% | 2 |
|
|
2021
Q4 | $14.2M | Buy |
63,850
+4,130
| +7% | +$919K | 7.64% | 4 |
|
|
2021
Q3 | $13.1M | Buy |
59,720
+4,820
| +9% | +$1.05M | 7.75% | 4 |
|
|
2021
Q2 | $12.6M | Buy |
54,900
+1,740
| +3% | +$399K | 7.62% | 4 |
|
|
2021
Q1 | $11.7M | Buy |
53,160
+4,580
| +9% | +$1.01M | 7.16% | 4 |
|
|
2020
Q4 | $9.53M | Buy |
48,580
+75
| +0.2% | +$14.7K | 6.37% | 4 |
|
|
2020
Q3 | $7.27M | Buy |
48,505
+2,510
| +5% | +$376K | 5.17% | 4 |
|
|
2020
Q2 | $6.59M | Buy |
45,995
+100
| +0.2% | +$14.3K | 5.7% | 4 |
|
|
2020
Q1 | $5.25M | Buy |
45,895
+4,650
| +11% | +$532K | 5.24% | 4 |
|
|
2019
Q4 | $6.83M | Buy |
41,245
+1,100
| +3% | +$182K | 5.69% | 6 |
|
|
2019
Q3 | $6.08M | Buy |
40,145
+675
| +2% | +$102K | 5.23% | 6 |
|
|
2019
Q2 | $6.14M | Buy |
39,470
+4,125
| +12% | +$641K | 5.17% | 6 |
|
|
2019
Q1 | $5.41M | Buy |
35,345
+1,425
| +4% | +$218K | 4.75% | 6 |
|
|
2018
Q4 | $4.54M | Buy |
+33,920
| New | +$4.54M | 4.22% | 7 |
|