Hillcrest Wealth Advisors - NY, LLC's ownership history for IWM


Hillcrest Wealth Advisors - NY, LLC currently holds 83.1K shares with a market value of $20.6M. It started holding IWM on 2024-09-30. At its peak, it held 83.1K shares on 2026-03-31. Its highest holding value was $20.6M on 2026-03-31. At its lowest, it held 79.3K shares on 2025-09-30, with a value of $16.5M on 2025-03-31. In the recent 180 days, Hillcrest Wealth Advisors - NY, LLC has increased its shares by 3.8K. In the recent year, Hillcrest Wealth Advisors - NY, LLC has increased its shares by 605.


Hillcrest Wealth Advisors - NY, LLC's ownership history for IWM