HWA
Hillcrest Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
38,890
-1,215
| -3% | -$347K | 5.23% | 7 |
|
|
2025
Q1 | $10.2M | Buy |
40,105
+2,400
| +6% | +$613K | 5.07% | 7 |
|
|
2024
Q4 | $10.9M | Sell |
37,705
-360
| -0.9% | -$104K | 5.16% | 7 |
|
|
2024
Q3 | $10.8M | Buy |
38,065
+255
| +0.7% | +$72.4K | 5.4% | 7 |
|
|
2024
Q2 | $9.93M | Buy |
37,810
+1,660
| +5% | +$436K | 5.34% | 7 |
|
|
2024
Q1 | $9.79M | Sell |
36,150
-3,775
| -9% | -$1.02M | 5.3% | 7 |
|
|
2023
Q4 | $10.1M | Sell |
39,925
-1,300
| -3% | -$328K | 5.55% | 7 |
|
|
2023
Q3 | $9.24M | Buy |
41,225
+1,550
| +4% | +$347K | 5.26% | 6 |
|
|
2023
Q2 | $9.63M | Sell |
39,675
-202
| -0.5% | -$49K | 5.68% | 6 |
|
|
2023
Q1 | $9.04M | Sell |
39,877
-920
| -2% | -$209K | 5.36% | 6 |
|
|
2022
Q4 | $8.75M | Buy |
40,797
+170
| +0.4% | +$36.5K | 5.23% | 6 |
|
|
2022
Q3 | $8.39M | Buy |
40,627
+105
| +0.3% | +$21.7K | 5.32% | 6 |
|
|
2022
Q2 | $8.36M | Buy |
40,522
+870
| +2% | +$179K | 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% | +$447K | 5.85% | 6 |
|
|
2021
Q3 | $10.5M | Buy |
35,602
+1,920
| +6% | +$564K | 6.2% | 6 |
|
|
2021
Q2 | $10.5M | Buy |
33,682
+455
| +1% | +$142K | 6.36% | 6 |
|
|
2021
Q1 | $9.99M | Buy |
33,227
+2,252
| +7% | +$677K | 6.09% | 6 |
|
|
2020
Q4 | $8.88M | Sell |
30,975
-175
| -0.6% | -$50.2K | 5.94% | 5 |
|
|
2020
Q3 | $6.9M | Sell |
31,150
-75
| -0.2% | -$16.6K | 4.91% | 5 |
|
|
2020
Q2 | $6.46M | Sell |
31,225
-875
| -3% | -$181K | 5.59% | 5 |
|
|
2020
Q1 | $5.08M | Sell |
32,100
-1,010
| -3% | -$160K | 5.06% | 5 |
|
|
2019
Q4 | $7.09M | Sell |
33,110
-700
| -2% | -$150K | 5.9% | 5 |
|
|
2019
Q3 | $6.52M | Hold |
33,810
| – | – | 5.6% | 5 |
|
|
2019
Q2 | $6.79M | Buy |
33,810
+775
| +2% | +$156K | 5.72% | 5 |
|
|
2019
Q1 | $6.5M | Buy |
33,035
+71
| +0.2% | +$14K | 5.7% | 5 |
|
|
2018
Q4 | $5.54M | Buy |
+32,964
| New | +$5.54M | 5.14% | 5 |
|