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Disclosery

HCR Wealth Advisors: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HCR Wealth Advisors on IYW, newest first. How the timeline and the estimate are built.

HCR Wealth Advisors held 8,516 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,516 shares
    Change vs previous 13F -138 shares

    0.19% of the 13F portfolio, value $2,148,192.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,654 shares
    Change vs previous 13F -560 shares

    0.16% of the 13F portfolio, value $1,570,151.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,214 shares
    Change vs previous 13F -15 shares

    0.18% of the 13F portfolio, value $1,840,004.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,229 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,832,013.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,229 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,599,236.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,229 shares
    Change vs previous 13F -125 shares

    0.17% of the 13F portfolio, value $1,296,220.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,354 shares
    Change vs previous 13F -297 shares

    0.19% of the 13F portfolio, value $1,492,259.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,651 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,463,384.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).