ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 50,961 Value ($000) $34,906 Avg Close — Range —
Q3 2025
Shares 41,337 Value ($000) $27,800 Avg Close — Range —
Q2 2025
Shares 39,920 Value ($000) $24,787 Avg Close — Range —
Q1 2025
Shares 38,241 Value ($000) $21,488 Avg Close — Range —
Q4 2024
Shares 37,452 Value ($000) $22,047 Avg Close — Range —
Q3 2024
Shares 34,934 Value ($000) $20,151 Avg Close — Range —
Q2 2024
Shares 34,502 Value ($000) $18,881 Avg Close — Range —
Q1 2024
Shares 33,562 Value ($000) $17,645 Avg Close — Range —
Q4 2023
Shares 34,793 Value ($000) $16,618 Avg Close — Range —
Q3 2023
Shares 24,666 Value ($000) $10,592 Avg Close — Range —
Q2 2023
Shares 26,568 Value ($000) $11,842 Avg Close — Range —
Q1 2023
Shares 27,112 Value ($000) $11,145 Avg Close — Range —
Q4 2022
Shares 27,293 Value ($000) $10,486 Avg Close — Range —
Q3 2022
Shares 28,732 Value ($000) $10,305 Avg Close — Range —
Q2 2022
Shares 30,904 Value ($000) $11,717 Avg Close — Range —
Q1 2022
Shares 31,692 Value ($000) $14,378 Avg Close — Range —
Q4 2021
Shares 2,380 Value ($000) $1,135 Avg Close — Range —
Q3 2021
Shares 1,831 Value ($000) $789 Avg Close — Range —
Q4 2020
Shares 454 Value ($000) $170 Avg Close — Range —
Q3 2020
Shares 85 Value ($000) $29 Avg Close — Range —
Q2 2020
Shares 495 Value ($000) $154 Avg Close — Range —
Q1 2020
Shares 495 Value ($000) $128 Avg Close — Range —
Q4 2019
Shares 495 Value ($000) $160 Avg Close — Range —