iShares S&P 500 Index shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 35k | 576.83 |
| 2024-06-30 | $19M | 35k | 547.24 |
| 2024-03-31 | $18M | 34k | 525.74 |
| 2023-12-31 | $17M | 35k | 477.64 |
| 2023-09-30 | $11M | 25k | 429.44 |
| 2023-06-30 | $12M | 27k | 445.71 |
| 2023-03-31 | $11M | 27k | 411.08 |
| 2022-12-31 | $11M | 27k | 384.21 |
| 2022-09-30 | $10M | 29k | 358.66 |
| 2022-06-30 | $12M | 31k | 379.14 |
| 2022-03-31 | $14M | 32k | 453.68 |
| 2021-12-31 | $1.1M | 2.4k | 476.89 |
| 2021-09-30 | $789k | 1.8k | 430.91 |
| 2020-12-31 | $170k | 454 | 374.45 |
| 2020-09-30 | $29k | 85 | 341.18 |
| 2020-06-30 | $154k | 495 | 311.11 |
| 2020-03-31 | $128k | 495 | 258.59 |
| 2019-12-31 | $160k | 495 | 323.23 |