iShares Dow Jones US Technology shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares Dow Jones US Technology
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Quarterly reported holdings in iShares Dow Jones US Technology by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 9.7k | 151.63 |
| 2024-06-30 | $1.5M | 9.7k | 150.51 |
| 2024-03-31 | $1.3M | 9.7k | 135.07 |
| 2023-12-31 | $1.2M | 9.7k | 122.76 |
| 2023-09-30 | $1.0M | 9.6k | 104.93 |
| 2023-06-30 | $1.2M | 11k | 108.88 |
| 2023-03-31 | $1.0M | 11k | 92.81 |
| 2022-12-31 | $845k | 11k | 74.49 |
| 2022-09-30 | $843k | 12k | 73.33 |
| 2022-06-30 | $919k | 12k | 79.94 |
| 2022-03-31 | $1.3M | 13k | 103.08 |
| 2021-12-31 | $1.5M | 13k | 114.79 |
| 2021-09-30 | $1.4M | 14k | 101.23 |
| 2021-06-30 | $1.4M | 14k | 99.39 |
| 2021-03-31 | $1.2M | 14k | 87.71 |
| 2020-12-31 | $1.3M | 15k | 85.10 |
| 2020-09-30 | $1.2M | 4.1k | 301.64 |
| 2020-06-30 | $966k | 3.6k | 270.59 |
| 2020-03-31 | $748k | 3.7k | 204.37 |
| 2019-12-31 | $1.0M | 4.5k | 232.67 |
| 2019-09-30 | $703k | 3.4k | 205.32 |
| 2019-06-30 | $867k | 4.4k | 197.81 |
| 2019-03-31 | $869k | 4.7k | 186.48 |
| 2018-12-31 | $930k | 5.8k | 160.01 |
| 2018-09-30 | $1.0M | 5.5k | 181.67 |
| 2018-06-30 | $1.0M | 5.7k | 179.25 |
| 2018-03-31 | $1.0M | 6.2k | 168.21 |
| 2017-12-31 | $849k | 5.2k | 162.67 |
| 2017-09-30 | $793k | 5.3k | 149.99 |
| 2017-06-30 | $558k | 4.0k | 139.71 |
| 2017-03-31 | $398k | 2.9k | 135.24 |
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