Back to BLK

Hillcrest Wealth Advisors - NY, LLC → BLK

Hillcrest Wealth Advisors - NY, LLC BLK Position History

BlackRock, Inc. • Financial Services

Quarters held
4
Latest value
$12.6M
Q3 2026
Peak value
$12.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.6M
Q1 2026$9.2M
Q2 2026$10M
Q3 2026$12.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.6M121.5K——
Q2 2026$10M91.4K——
Q1 2026$9.2M83.2K——
Q4 2025$7.6M69.0K——

Other funds holding BLK

Other Hillcrest Wealth Advisors - NY, LLC positions

VGES

VANGUARD INDEX FDS

$68M
VGES

VANGUARD INDEX FDS

$66.5M
VGES

VANGUARD INDEX FDS

$58.1M
VGES

VANGUARD INDEX FDS

$58M
ETHA

ISHARES TR

$24.9M
ETHA

ISHARES TR

$23.7M
VGES

VANGUARD TAX-MANAGED FDS

$21.4M
VGES

VANGUARD TAX-MANAGED FDS

$20.9M