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


Hillcrest Wealth Advisors - NY, LLC currently holds 7.7K shares with a market value of $2.8M. It started holding IWB on 2024-09-30. At its peak, it held 8.5K shares on 2024-09-30. Its highest holding value was $2.9M on 2025-12-31. At its lowest, it held 7.7K shares on 2026-03-31, with a value of $2.5M on 2025-03-31. In the recent 180 days, Hillcrest Wealth Advisors - NY, LLC has decreased its shares by 170. In the recent year, Hillcrest Wealth Advisors - NY, LLC has decreased its shares by 470.


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