iShares S&P SmallCap 600 Index shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $43M | 368k | 116.96 |
| 2024-06-30 | $39M | 364k | 106.66 |
| 2024-03-31 | $41M | 367k | 110.52 |
| 2023-12-31 | $41M | 377k | 108.25 |
| 2023-09-30 | $26M | 280k | 94.34 |
| 2023-06-30 | $29M | 289k | 99.65 |
| 2023-03-31 | $28M | 288k | 96.70 |
| 2022-12-31 | $27M | 287k | 94.64 |
| 2022-09-30 | $26M | 301k | 87.19 |
| 2022-06-30 | $29M | 312k | 92.41 |
| 2022-03-31 | $34M | 317k | 107.88 |
| 2020-12-31 | $21k | 227 | 92.51 |
| 2020-09-30 | $14k | 200 | 70.00 |
| 2020-06-30 | $25k | 373 | 67.02 |
| 2020-03-31 | $10k | 173 | 57.80 |
| 2019-12-31 | $15k | 173 | 86.71 |
| 2019-03-31 | $279k | 2.3k | 123.40 |
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