iShares S&P 1500 Index Fund shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $848k | 6.7k | 125.62 |
| 2024-06-30 | $801k | 6.7k | 118.78 |
| 2024-03-31 | $778k | 6.7k | 115.30 |
| 2023-12-31 | $710k | 6.7k | 105.23 |
| 2023-09-30 | $605k | 6.4k | 94.19 |
| 2023-06-30 | $671k | 6.9k | 97.84 |
| 2023-03-31 | $621k | 6.9k | 90.55 |
| 2022-12-31 | $582k | 6.9k | 84.80 |
| 2022-09-30 | $546k | 6.9k | 79.57 |
| 2022-06-30 | $575k | 6.9k | 83.79 |
| 2022-03-31 | $693k | 6.9k | 100.99 |
| 2021-12-31 | $734k | 6.9k | 106.97 |
| 2021-09-30 | $675k | 6.9k | 98.37 |
| 2021-06-30 | $678k | 6.9k | 98.81 |
| 2021-03-31 | $629k | 6.9k | 91.66 |
| 2020-12-31 | $686k | 8.0k | 86.27 |
| 2020-09-30 | $600k | 8.0k | 75.45 |
| 2020-06-30 | $555k | 8.0k | 69.79 |
| 2020-03-31 | $455k | 8.0k | 57.22 |
| 2019-12-31 | $578k | 8.0k | 72.69 |
| 2019-09-30 | $493k | 7.3k | 67.17 |
| 2019-06-30 | $530k | 8.0k | 66.65 |
| 2019-03-31 | $512k | 8.0k | 64.39 |
| 2018-12-31 | $365k | 6.4k | 56.84 |
| 2018-06-30 | $470k | 7.5k | 62.57 |
| 2018-03-31 | $454k | 7.5k | 60.44 |
| 2017-12-31 | $459k | 7.5k | 61.10 |
| 2017-09-30 | $433k | 7.5k | 57.64 |