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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hillcrest Wealth Advisors's IWM Position: Q1 2026 in Review

Hillcrest Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q1 2026, buying an estimated $553K and bringing the position to 83,132 shares worth $20.6M. The position accounts for 8.35% of the portfolio, ranked #2.

Hillcrest Wealth Advisors first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Hillcrest Wealth Advisors held 83,132 shares of iShares Russell 2000 ETF worth $20.6M as of Q1 2026.
  • Hillcrest Wealth Advisors bought 2,145 iShares Russell 2000 ETF shares in Q1 2026, an estimated $553K.
  • iShares Russell 2000 ETF made up 8.35% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Hillcrest Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.