iShares S&P 500 Value Index shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $444k | 2.1k | 207.03 |
| 2025-06-30 | $446k | 2.3k | 195.42 |
| 2025-03-31 | $420k | 2.2k | 190.58 |
| 2024-12-31 | $424k | 2.2k | 190.88 |
| 2024-09-30 | $438k | 2.2k | 197.17 |
| 2024-06-30 | $404k | 2.2k | 182.01 |
| 2024-03-31 | $407k | 2.2k | 186.81 |
| 2023-12-31 | $378k | 2.2k | 173.89 |
| 2020-12-31 | $25k | 198 | 126.26 |
| 2020-09-30 | $4.0k | 32 | 125.00 |
| 2020-06-30 | $3.0k | 32 | 93.75 |
| 2020-03-31 | $3.0k | 32 | 93.75 |