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

Hillcrest Wealth Advisors - NY, LLC currently holds 24.1K shares with a market value of $5.2M. It started holding IWD on 2024-09-30. At its peak, it held 26.7K shares on 2024-09-30. Its highest holding value was $5.2M on 2025-09-30. At its lowest, it held 24.1K shares on 2026-03-31, with a value of $4.9M on 2024-12-31. In the recent 180 days, Hillcrest Wealth Advisors - NY, LLC has decreased its shares by 1.2K. In the recent year, Hillcrest Wealth Advisors - NY, LLC has decreased its shares by 1.9K.