ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 2,131 Value ($000) $452 Avg Close — Range —
Q3 2025
Shares 2,144 Value ($000) $444 Avg Close — Range —
Q2 2025
Shares 2,280 Value ($000) $446 Avg Close — Range —
Q1 2025
Shares 2,201 Value ($000) $419 Avg Close — Range —
Q4 2024
Shares 2,221 Value ($000) $424 Avg Close — Range —
Q3 2024
Shares 2,221 Value ($000) $438 Avg Close — Range —
Q2 2024
Shares 2,221 Value ($000) $404 Avg Close — Range —
Q1 2024
Shares 2,181 Value ($000) $407 Avg Close — Range —
Q4 2023
Shares 2,176 Value ($000) $378 Avg Close — Range —
Q4 2020
Shares 198 Value ($000) $25 Avg Close — Range —
Q3 2020
Shares 32 Value ($000) $4 Avg Close — Range —
Q2 2020
Shares 32 Value ($000) $3 Avg Close — Range —
Q1 2020
Shares 32 Value ($000) $3 Avg Close — Range —