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

Hillcrest Wealth Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1M Sell
38,392
-408
-1% -$149K 5.41% 6
2026
Q1 		$12.2M Buy
38,800
+1,250
+3% +$416K 4.93% 6
2025
Q4 		$12.1M Sell
37,550
-480
-1% -$156K 5.22% 7
2025
Q3 		$12.2M Sell
38,030
-860
-2% -$259K 5.47% 7
2025
Q2 		$11.1M Sell
38,890
-1,215
-3% -$320K 5.23% 7
2025
Q1 		$10.2M Buy
40,105
+2,400
+6% +$677K 5.07% 7
2024
Q4 		$10.9M Sell
37,705
-360
-0.9% -$106K 5.16% 7
2024
Q3 		$10.8M Buy
38,065
+255
+0.7% +$69.8K 5.4% 7
2024
Q2 		$9.93M Buy
37,810
+1,660
+5% +$431K 5.34% 7
2024
Q1 		$9.79M Sell
36,150
-3,775
-9% -$965K 5.3% 7
2023
Q4 		$10.1M Sell
39,925
-1,300
-3% -$293K 5.55% 7
2023
Q3 		$9.24M Buy
41,225
+1,550
+4% +$371K 5.26% 6
2023
Q2 		$9.63M Sell
39,675
-202
-0.5% -$46.3K 5.68% 6
2023
Q1 		$9.04M Sell
39,877
-920
-2% -$210K 5.36% 6
2022
Q4 		$8.75M Buy
40,797
+170
+0.4% +$37.2K 5.23% 6
2022
Q3 		$8.39M Buy
40,627
+105
+0.3% +$23.6K 5.32% 6
2022
Q2 		$8.36M Buy
40,522
+870
+2% +$194K 5.07% 7
2022
Q1 		$10.1M Buy
39,652
+2,525
+7% +$646K 5.62% 6
2021
Q4 		$10.9M Buy
37,127
+1,525
+4% +$460K 5.85% 6
2021
Q3 		$10.5M Buy
35,602
+1,920
+6% +$577K 6.2% 6
2021
Q2 		$10.5M Buy
33,682
+455
+1% +$137K 6.36% 6
2021
Q1 		$9.99M Buy
33,227
+2,252
+7% +$699K 6.09% 6
2020
Q4 		$8.88M Sell
30,975
-175
-0.6% -$44.6K 5.94% 5
2020
Q3 		$6.9M Sell
31,150
-75
-0.2% -$16.4K 4.91% 5
2020
Q2 		$6.46M Sell
31,225
-875
-3% -$164K 5.59% 5
2020
Q1 		$5.08M Sell
32,100
-1,010
-3% -$201K 5.06% 5
2019
Q4 		$7.09M Sell
33,110
-700
-2% -$142K 5.9% 5
2019
Q3 		$6.52M Hold
33,810
– – 5.6% 5
2019
Q2 		$6.79M Buy
33,810
+775
+2% +$153K 5.72% 5
2019
Q1 		$6.5M Buy
33,035
+71
+0.2% +$13.5K 5.7% 5
2018
Q4 		$5.54M Buy
+32,964
New +$6.15M 5.14% 5

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Hillcrest Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q2 2026, selling an estimated $149K and leaving 38,392 shares worth $15.1M. The position accounts for 5.41% of the portfolio, ranked #6.

Hillcrest Wealth Advisors first reported a position in IWO in Q4 2018 and has held it in 31 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Hillcrest Wealth Advisors held 38,392 shares of iShares Russell 2000 Growth ETF worth $15.1M as of Q2 2026.
  • Hillcrest Wealth Advisors sold 408 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $149K.
  • iShares Russell 2000 Growth ETF made up 5.41% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Hillcrest Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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