iShares S&P 500 Growth Index shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $524k | 7.0k | 75.10 |
| 2023-09-30 | $411k | 6.0k | 68.42 |
| 2023-06-30 | $423k | 6.0k | 70.48 |
| 2023-03-31 | $377k | 5.9k | 63.89 |
| 2022-12-31 | $345k | 5.9k | 58.50 |
| 2022-09-30 | $342k | 5.9k | 57.93 |
| 2022-06-30 | $356k | 5.9k | 60.30 |
| 2022-03-31 | $451k | 5.9k | 76.39 |
| 2021-12-31 | $494k | 5.9k | 83.67 |
| 2021-09-30 | $436k | 5.9k | 73.85 |
| 2021-06-30 | $429k | 5.9k | 72.66 |
| 2021-03-31 | $398k | 6.1k | 65.12 |