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

Hillcrest Wealth Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5M Sell
70,047
-558
-0.8% -$117K 5.55% 5
2026
Q1 		$13.4M Buy
70,605
+275
+0.4% +$53.2K 5.42% 5
2025
Q4 		$12.7M Sell
70,330
-825
-1% -$148K 5.49% 5
2025
Q3 		$12.6M Sell
71,155
-2,125
-3% -$359K 5.66% 5
2025
Q2 		$11.6M Sell
73,280
-1,425
-2% -$212K 5.44% 6
2025
Q1 		$11.3M Buy
74,705
+2,000
+3% +$323K 5.58% 5
2024
Q4 		$11.9M Buy
72,705
+275
+0.4% +$46.9K 5.67% 5
2024
Q3 		$12.1M Buy
72,430
+1,835
+3% +$298K 6.03% 5
2024
Q2 		$10.8M Sell
70,595
-160
-0.2% -$24.5K 5.79% 6
2024
Q1 		$11.2M Sell
70,755
-6,590
-9% -$998K 6.09% 4
2023
Q4 		$12M Sell
77,345
-1,050
-1% -$145K 6.62% 4
2023
Q3 		$10.6M Buy
78,395
+2,125
+3% +$305K 6.05% 5
2023
Q2 		$10.7M Buy
76,270
+250
+0.3% +$33.8K 6.34% 5
2023
Q1 		$10.4M Sell
76,020
-1,350
-2% -$196K 6.17% 5
2022
Q4 		$10.7M Buy
77,370
+325
+0.4% +$45.9K 6.41% 5
2022
Q3 		$9.93M Buy
77,045
+275
+0.4% +$39.7K 6.3% 5
2022
Q2 		$10.5M Buy
76,770
+1,850
+2% +$275K 6.34% 5
2022
Q1 		$12.1M Buy
74,920
+2,550
+4% +$407K 6.7% 5
2021
Q4 		$12M Buy
72,370
+2,350
+3% +$392K 6.46% 5
2021
Q3 		$11.2M Buy
70,020
+4,199
+6% +$675K 6.66% 5
2021
Q2 		$10.9M Buy
65,821
+200
+0.3% +$33K 6.61% 5
2021
Q1 		$10.5M Buy
65,621
+1,866
+3% +$282K 6.38% 5
2020
Q4 		$8.4M Sell
63,755
-250
-0.4% -$29.5K 5.62% 6
2020
Q3 		$6.36M Buy
64,005
+5,425
+9% +$551K 4.52% 6
2020
Q2 		$5.71M Sell
58,580
-550
-0.9% -$50K 4.94% 6
2020
Q1 		$4.85M Sell
59,130
-3,725
-6% -$418K 4.84% 6
2019
Q4 		$8.08M Sell
62,855
-525
-0.8% -$64.9K 6.72% 4
2019
Q3 		$7.57M Buy
63,380
+375
+0.6% +$44.3K 6.51% 4
2019
Q2 		$7.59M Buy
63,005
+864
+1% +$104K 6.4% 4
2019
Q1 		$7.45M Sell
62,141
-435
-0.7% -$52K 6.54% 4
2018
Q4 		$6.73M Buy
+62,576
New +$7.53M 6.25% 4

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Hillcrest Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.79% in Q2 2026, selling an estimated $117K and leaving 70,047 shares worth $15.5M. The position accounts for 5.55% of the portfolio, ranked #5.

Hillcrest Wealth Advisors first reported a position in IWN in Q4 2018 and has held it in 31 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Hillcrest Wealth Advisors held 70,047 shares of iShares Russell 2000 Value ETF worth $15.5M as of Q2 2026.
  • Hillcrest Wealth Advisors sold 558 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $117K.
  • iShares Russell 2000 Value ETF made up 5.55% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Hillcrest Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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