ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

HCR Wealth Advisors's Holding History (CIK: 0001697715)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,236 Value ($000) $316 Avg Close — Range —
Q3 2025
Shares 2,873 Value ($000) $408 Avg Close — Range —
Q2 2025
Shares 3,373 Value ($000) $448 Avg Close — Range —
Q1 2025
Shares 3,373 Value ($000) $453 Avg Close — Range —
Q4 2024
Shares 3,523 Value ($000) $463 Avg Close — Range —
Q3 2024
Shares 3,523 Value ($000) $476 Avg Close — Range —
Q2 2024
Shares 3,523 Value ($000) $426 Avg Close — Range —
Q1 2024
Shares 3,286 Value ($000) $405 Avg Close — Range —
Q4 2023
Shares 3,286 Value ($000) $385 Avg Close — Range —
Q3 2023
Shares 3,188 Value ($000) $343 Avg Close — Range —
Q2 2023
Shares 3,303 Value ($000) $374 Avg Close — Range —
Q1 2023
Shares 3,718 Value ($000) $436 Avg Close — Range —
Q4 2022
Shares 4,018 Value ($000) $485 Avg Close — Range —
Q3 2022
Shares 4,648 Value ($000) $498 Avg Close — Range —
Q2 2022
Shares 4,658 Value ($000) $548 Avg Close — Range —
Q1 2022
Shares 4,558 Value ($000) $584 Avg Close — Range —
Q4 2021
Shares 4,558 Value ($000) $559 Avg Close — Range —
Q3 2021
Shares 4,558 Value ($000) $523 Avg Close — Range —
Q2 2021
Shares 4,558 Value ($000) $532 Avg Close — Range —
Q1 2021
Shares 4,488 Value ($000) $512 Avg Close — Range —
Q4 2020
Shares 10,390 Value ($000) $999 Avg Close — Range —
Q3 2020
Shares 10,240 Value ($000) $835 Avg Close — Range —
Q2 2020
Shares 10,240 Value ($000) $820 Avg Close — Range —
Q1 2020
Shares 10,238 Value ($000) $753 Avg Close — Range —
Q4 2019
Shares 10,823 Value ($000) $1,144 Avg Close — Range —
Q3 2019
Shares 4,955 Value ($000) $505 Avg Close — Range —
Q2 2019
Shares 11,028 Value ($000) $1,098 Avg Close — Range —
Q1 2019
Shares 11,028 Value ($000) $1,083 Avg Close — Range —
Q4 2018
Shares 5,035 Value ($000) $450 Avg Close — Range —
Q3 2018
Shares 5,450 Value ($000) $525 Avg Close — Range —
Q2 2018
Shares 5,450 Value ($000) $533 Avg Close — Range —
Q1 2018
Shares 5,815 Value ($000) $553 Avg Close — Range —
Q4 2017
Shares 5,615 Value ($000) $553 Avg Close — Range —
Q3 2017
Shares 7,614 Value ($000) $713 Avg Close — Range —
Q2 2017
Shares 7,613 Value ($000) $702 Avg Close — Range —
Q1 2017
Shares 7,563 Value ($000) $689 Avg Close — Range —
Q4 2016
Shares 7,687 Value ($000) $681 Avg Close — Range —