iShares Russell 2000 Index shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 5.1k | 246.18 |
| 2025-09-30 | $1.1M | 4.7k | 244.05 |
| 2025-06-30 | $1.0M | 4.8k | 215.81 |
| 2025-03-31 | $975k | 4.9k | 199.51 |
| 2024-12-31 | $1.1M | 4.9k | 220.98 |
| 2024-09-30 | $1.1M | 4.8k | 220.91 |
| 2024-06-30 | $922k | 4.5k | 202.91 |
| 2024-03-31 | $901k | 4.3k | 210.33 |
| 2023-12-31 | $803k | 4.0k | 200.74 |
| 2020-12-31 | $135k | 688 | 196.22 |
| 2020-09-30 | $103k | 688 | 149.71 |
| 2020-06-30 | $98k | 688 | 142.44 |
| 2020-03-31 | $101k | 883 | 114.38 |
| 2019-12-31 | $254k | 1.5k | 165.47 |
| 2019-09-30 | $227k | 1.5k | 152.86 |
| 2019-06-30 | $241k | 1.6k | 155.28 |
| 2019-03-31 | $218k | 1.4k | 152.34 |
| 2018-09-30 | $388k | 2.4k | 162.75 |
| 2018-06-30 | $413k | 2.5k | 166.67 |
| 2018-03-31 | $384k | 2.5k | 151.90 |
| 2017-12-31 | $360k | 2.4k | 152.35 |
| 2017-09-30 | $234k | 1.6k | 148.29 |
| 2017-06-30 | $222k | 1.6k | 140.68 |
| 2017-03-31 | $227k | 1.7k | 137.49 |
| 2016-12-31 | $203k | 1.5k | 135.15 |