ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 5,051 Value ($000) $1,243 Avg Close Range
Q3 2025
Shares 4,711 Value ($000) $1,150 Avg Close Range
Q2 2025
Shares 4,755 Value ($000) $1,026 Avg Close Range
Q1 2025
Shares 4,889 Value ($000) $975 Avg Close Range
Q4 2024
Shares 4,889 Value ($000) $1,080 Avg Close Range
Q3 2024
Shares 4,799 Value ($000) $1,060 Avg Close Range
Q2 2024
Shares 4,544 Value ($000) $922 Avg Close Range
Q1 2024
Shares 4,283 Value ($000) $901 Avg Close Range
Q4 2023
Shares 3,998 Value ($000) $803 Avg Close Range
Q4 2020
Shares 688 Value ($000) $135 Avg Close Range
Q3 2020
Shares 688 Value ($000) $103 Avg Close Range
Q2 2020
Shares 688 Value ($000) $98 Avg Close Range
Q1 2020
Shares 883 Value ($000) $101 Avg Close Range
Q4 2019
Shares 1,535 Value ($000) $254 Avg Close Range
Q3 2019
Shares 1,485 Value ($000) $227 Avg Close Range
Q2 2019
Shares 1,552 Value ($000) $241 Avg Close Range
Q1 2019
Shares 1,431 Value ($000) $218 Avg Close Range
Q3 2018
Shares 2,384 Value ($000) $388 Avg Close Range
Q2 2018
Shares 2,478 Value ($000) $413 Avg Close Range
Q1 2018
Shares 2,528 Value ($000) $384 Avg Close Range
Q4 2017
Shares 2,363 Value ($000) $360 Avg Close Range
Q3 2017
Shares 1,578 Value ($000) $234 Avg Close Range
Q2 2017
Shares 1,578 Value ($000) $222 Avg Close Range
Q1 2017
Shares 1,651 Value ($000) $227 Avg Close Range
Q4 2016
Shares 1,502 Value ($000) $203 Avg Close Range