ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 7,042 Value ($000) $868 Avg Close — Range —
Q3 2025
Shares 7,040 Value ($000) $855 Avg Close — Range —
Q2 2025
Shares 7,026 Value ($000) $774 Avg Close — Range —
Q1 2025
Shares 7,040 Value ($000) $654 Avg Close — Range —
Q4 2024
Shares 7,037 Value ($000) $714 Avg Close — Range —
Q3 2024
Shares 7,037 Value ($000) $674 Avg Close — Range —
Q2 2024
Shares 7,037 Value ($000) $651 Avg Close — Range —
Q1 2024
Shares 6,990 Value ($000) $590 Avg Close — Range —
Q4 2023
Shares 6,982 Value ($000) $524 Avg Close — Range —
Q3 2023
Shares 6,004 Value ($000) $411 Avg Close — Range —
Q2 2023
Shares 6,004 Value ($000) $423 Avg Close — Range —
Q1 2023
Shares 5,904 Value ($000) $377 Avg Close — Range —
Q4 2022
Shares 5,904 Value ($000) $345 Avg Close — Range —
Q3 2022
Shares 5,904 Value ($000) $342 Avg Close — Range —
Q2 2022
Shares 5,904 Value ($000) $356 Avg Close — Range —
Q1 2022
Shares 5,904 Value ($000) $451 Avg Close — Range —
Q4 2021
Shares 5,904 Value ($000) $494 Avg Close — Range —
Q3 2021
Shares 5,904 Value ($000) $436 Avg Close — Range —
Q2 2021
Shares 5,904 Value ($000) $429 Avg Close — Range —
Q1 2021
Shares 6,112 Value ($000) $398 Avg Close — Range —