ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

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

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

Q4 2025
Shares 4,054 Value ($000) $493 Avg Close — Range —
Q3 2025
Shares 4,080 Value ($000) $497 Avg Close — Range —
Q2 2025
Shares 4,080 Value ($000) $478 Avg Close — Range —
Q1 2025
Shares 4,255 Value ($000) $515 Avg Close — Range —
Q4 2024
Shares 4,585 Value ($000) $515 Avg Close — Range —
Q3 2024
Shares 4,585 Value ($000) $539 Avg Close — Range —
Q2 2024
Shares 2,885 Value ($000) $314 Avg Close — Range —
Q1 2024
Shares 2,885 Value ($000) $318 Avg Close — Range —
Q4 2023
Shares 3,885 Value ($000) $396 Avg Close — Range —
Q3 2023
Shares 4,042 Value ($000) $400 Avg Close — Range —
Q2 2023
Shares 4,040 Value ($000) $407 Avg Close — Range —
Q1 2023
Shares 4,040 Value ($000) $411 Avg Close — Range —
Q4 2022
Shares 4,040 Value ($000) $421 Avg Close — Range —
Q3 2022
Shares 4,040 Value ($000) $369 Avg Close — Range —
Q2 2022
Shares 4,040 Value ($000) $406 Avg Close — Range —
Q1 2022
Shares 4,087 Value ($000) $437 Avg Close — Range —
Q4 2021
Shares 4,087 Value ($000) $413 Avg Close — Range —
Q3 2021
Shares 4,082 Value ($000) $385 Avg Close — Range —
Q2 2021
Shares 4,082 Value ($000) $394 Avg Close — Range —
Q1 2021
Shares 4,082 Value ($000) $387 Avg Close — Range —
Q4 2020
Shares 4,407 Value ($000) $386 Avg Close — Range —
Q3 2020
Shares 4,407 Value ($000) $355 Avg Close — Range —
Q2 2020
Shares 4,397 Value ($000) $356 Avg Close — Range —
Q1 2020
Shares 4,445 Value ($000) $318 Avg Close — Range —
Q4 2019
Shares 5,645 Value ($000) $554 Avg Close — Range —
Q3 2019
Shares 4,860 Value ($000) $458 Avg Close — Range —
Q2 2019
Shares 6,645 Value ($000) $628 Avg Close — Range —
Q1 2019
Shares 7,695 Value ($000) $718 Avg Close — Range —
Q4 2018
Shares 9,970 Value ($000) $841 Avg Close — Range —
Q3 2018
Shares 10,910 Value ($000) $967 Avg Close — Range —
Q2 2018
Shares 11,090 Value ($000) $943 Avg Close — Range —
Q1 2018
Shares 12,515 Value ($000) $1,057 Avg Close — Range —
Q4 2017
Shares 12,915 Value ($000) $1,164 Avg Close — Range —
Q3 2017
Shares 13,000 Value ($000) $1,117 Avg Close — Range —
Q2 2017
Shares 13,905 Value ($000) $1,156 Avg Close — Range —
Q1 2017
Shares 14,900 Value ($000) $1,250 Avg Close — Range —
Q4 2016
Shares 17,750 Value ($000) $1,460 Avg Close — Range —