iShares Dow Jones US Real Estate shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares Dow Jones US Real Estate
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Quarterly reported holdings in iShares Dow Jones US Real Estate by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $559k | 6.1k | 91.42 |
| 2023-09-30 | $446k | 5.7k | 78.14 |
| 2023-06-30 | $622k | 7.2k | 86.54 |
| 2023-03-31 | $712k | 8.4k | 84.90 |
| 2022-12-31 | $803k | 9.5k | 84.19 |
| 2022-09-30 | $826k | 10k | 81.45 |
| 2022-06-30 | $1.0M | 11k | 92.03 |
| 2022-03-31 | $1.2M | 12k | 108.20 |
| 2021-12-31 | $1.3M | 11k | 116.15 |
| 2021-09-30 | $1.2M | 12k | 102.38 |
| 2021-06-30 | $1.2M | 12k | 101.96 |
| 2021-03-31 | $1.1M | 12k | 91.91 |
| 2020-12-31 | $1.4M | 16k | 85.64 |
| 2020-09-30 | $1.3M | 17k | 79.86 |
| 2020-06-30 | $1.4M | 17k | 80.57 |
| 2020-03-31 | $1.3M | 19k | 69.60 |
| 2019-12-31 | $1.7M | 18k | 93.08 |
| 2019-09-30 | $1.3M | 13k | 93.51 |
| 2019-06-30 | $1.5M | 17k | 87.31 |
| 2019-03-31 | $1.5M | 17k | 87.03 |
| 2018-12-31 | $1.0M | 14k | 74.95 |
| 2018-09-30 | $1.1M | 14k | 77.18 |
| 2018-06-30 | $1.2M | 15k | 80.60 |
| 2018-03-31 | $1.1M | 15k | 75.45 |
| 2017-12-31 | $1.3M | 16k | 81.04 |
| 2017-09-30 | $1.3M | 17k | 79.89 |
| 2017-06-30 | $1.3M | 17k | 79.77 |
| 2017-03-31 | $1.5M | 19k | 78.48 |
| 2016-12-31 | $1.5M | 19k | 76.92 |
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