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

Hillcrest Wealth Advisors - NY, LLC currently holds 70.6K shares with a market value of $13.4M. It started holding IWN on 2024-09-30. At its peak, it held 74.7K shares on 2025-03-31. Its highest holding value was $13.4M on 2026-03-31. At its lowest, it held 70.3K shares on 2025-12-31, with a value of $11.3M on 2025-03-31. In the recent 180 days, Hillcrest Wealth Advisors - NY, LLC has decreased its shares by 550. In the recent year, Hillcrest Wealth Advisors - NY, LLC has decreased its shares by 4.1K.