Hcr Wealth Advisors Closed Holding Positions

Hcr Wealth Advisors

$940 Million
Q3 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
KXI Ishares Tr Global Consumer Sta ETFs	Q1 2021 Filed on May 13, 2021	3,855	$54.41 - $58.94 $210K - $227K
IDU Ishares Tr U S Utils ETF ETFs	Q1 2021 Filed on May 13, 2021	426	$72.46 - $79.63 $30.9K - $33.9K
IWB Ishares Tr Russell 1000 ETF ETFs	Q1 2021 Filed on May 13, 2021	452	$208.89 - $225.24 $94.4K - $102K
WMB Williams Companies, Inc. Energy	Q1 2021 Filed on May 13, 2021	10,171	$20.1 - $24.56 $204K - $250K
IWO Ishares Russell 2000 Gwt ETF ETFs	Q1 2021 Filed on May 13, 2021	127	$282.5 - $336.63 $35.9K - $42.8K
IUSG Ishares Core S&P U.S Growth Et ETFs	Q1 2021 Filed on May 13, 2021	115	$85.7 - $93.77 $9.86K - $10.8K
OEF Ishares S&P 100 ETF ETFs	Q1 2021 Filed on May 13, 2021	1,420	$169.45 - $180.47 $241K - $256K
IXJ Ishares Global Healthcare ETF ETFs	Q1 2021 Filed on May 13, 2021	353	$73.43 - $79.62 $25.9K - $28.1K
IJH Ishares Core S&P Mid Cap ETF ETFs	Q1 2021 Filed on May 13, 2021	60	$226.3 - $267.93 $13.6K - $16.1K
FXI Ishares Tr ETFs	Q1 2021 Filed on May 13, 2021	379	$45.11 - $54.47 $17.1K - $20.6K
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	Q1 2021 Filed on May 13, 2021	38	$43.36 - $46.72 $1.65K - $1.78K
SMDV Proshares Tr Russell 2000 Divi ETFs	Q1 2021 Filed on May 13, 2021	1,100	$56.59 - $68.31 $62.2K - $75.1K
ICF Ishares Tr ETFs	Q1 2021 Filed on May 13, 2021	40	$51.49 - $58.47 $2.06K - $2.34K
IGSB Ishares Trust Ishares 1 5 Year ETFs	Q1 2021 Filed on May 13, 2021	600	$54.5 - $55.17 $32.7K - $33.1K
IWS Ishares Russell Midcap Value E ETFs	Q1 2021 Filed on May 13, 2021	23	$95.27 - $111.97 $2.19K - $2.58K
USMV Ishares Msci Usa Min Vol Facto ETFs	Q1 2021 Filed on May 13, 2021	394	$65.18 - $69.88 $25.7K - $27.5K
Proshares Tr	Q1 2021 Filed on May 13, 2021	200	N/A
FTHI First Trust Exchange Traded Fd ETFs	Q1 2021 Filed on May 13, 2021	100	$20.21 - $21.55 $2.02K - $2.16K
EFAV Ishares Msci Eafe Min Vol Fact ETFs	Q1 2021 Filed on May 13, 2021	116	$70.92 - $74.68 $8.23K - $8.66K
ISTB Ihares Core 1 5 Years Usd Bond ETFs	Q1 2021 Filed on May 13, 2021	37	$51.2 - $51.67 $1.89K - $1.91K
IXUS Ishares Tr ETFs	Q1 2021 Filed on May 13, 2021	626	$67.31 - $72.38 $42.1K - $45.3K
IUSV Ishares Core S&P U.S. Value Et ETFs	Q1 2021 Filed on May 13, 2021	175	$61.28 - $69.6 $10.7K - $12.2K
HYG Ishares Tr ETFs	Q1 2021 Filed on May 13, 2021	630	$85.73 - $87.78 $54K - $55.3K
IGIB Ishares Trust Ishares 5 10 Yea ETFs	Q1 2021 Filed on May 13, 2021	320	$58.97 - $61.74 $18.9K - $19.8K
MBB Ishares Tr ETFs	Q1 2021 Filed on May 13, 2021	559	$108.32 - $110.29 $60.6K - $61.7K
IWR Ishares Russell Mid Cap ETF ETFs	Q1 2021 Filed on May 13, 2021	423	$67.45 - $75.68 $28.5K - $32K
REGL Proshares Tr S&P Midcap 400 Di ETFs	Q1 2021 Filed on May 13, 2021	50	$62.19 - $71.09 $3.11K - $3.55K
FNDE Schwab Fundamental Emerging Mk ETFs	Q1 2021 Filed on May 13, 2021	76	$28.31 - $31.2 $2.15K - $2.37K
SCHV Schwab Strategic Tr Us Large C ETFs	Q1 2021 Filed on May 13, 2021	679	$58.71 - $65.66 $39.9K - $44.6K
UCC Proshares Ultra Consumer Servi ETFs	Q1 2021 Filed on May 13, 2021	1,065	$41.63 - $47.66 $44.3K - $50.8K
HYBB Ishares Tr Bb Rated Corporate ETFs	Q1 2021 Filed on May 13, 2021	4,600	$50.79 - $52.38 $234K - $241K
UGE Proshares Ultra Consumer Goods	Q1 2021 Filed on May 13, 2021	818	N/A
SSO Proshares Ultra S&P 500 ETFs	Q1 2021 Filed on May 13, 2021	627	$44.43 - $51.16 $27.9K - $32.1K
Baudax Bio Inc	Q1 2021 Filed on May 13, 2021	15,000	N/A
ESPO Vaneck ETF Tr Video Gaming & E ETFs	Q1 2021 Filed on May 13, 2021	1,200	$64.82 - $81.03 $77.8K - $97.2K
XLI Industrial Sector Spdr ETFs	Q1 2021 Filed on May 13, 2021	14	$84.77 - $98.77 $1.19K - $1.38K
VTC Vanguard Scottsdale Fds Total ETFs	Q1 2021 Filed on May 13, 2021	236	$88.48 - $93.81 $20.9K - $22.1K
VONG Vanguard Russell 1000 Growth E ETFs	Q1 2021 Filed on May 13, 2021	203	$59.12 - $65.5 $12K - $13.3K
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	Q1 2021 Filed on May 13, 2021	520	$98.85 - $110.32 $51.4K - $57.4K
BLV Vanguard Bd Index Fd Inc Long ETFs	Q1 2021 Filed on May 13, 2021	306	$96.21 - $109.25 $29.4K - $33.4K
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	Q1 2021 Filed on May 13, 2021	430	$50.74 - $50.85 $21.8K - $21.9K
UPW Proshares Ultra Utilities ETFs	Q1 2021 Filed on May 13, 2021	300	$49.46 - $59.88 $14.8K - $18K
LOW Lowes Companies Inc Consumer Cyclical	Q1 2021 Filed on May 13, 2021	1,593	$153.77 - $191.61 $245K - $305K
DEW Wisdomtree Tr Global High Divi ETFs	Q1 2021 Filed on May 13, 2021	35	$42.53 - $47.28 $1.49K - $1.65K
KBE Spdr S&P Bank ETF ETFs	Q1 2021 Filed on May 13, 2021	380	$41.41 - $55.06 $15.7K - $20.9K
SDY Spdr Series Tr Spdr S&P Divide ETFs	Q1 2021 Filed on May 13, 2021	108	$104.47 - $119.79 $11.3K - $12.9K
XLRE Select Sector Spdr Tr Real Est ETFs	Q1 2021 Filed on May 13, 2021	441	$35.06 - $39.91 $15.5K - $17.6K
BIB Proshares Trust Proshares Ul ETFs	Q1 2021 Filed on May 13, 2021	251	$79.39 - $111.49 $19.9K - $28K
VOT Vanguard Mid Cap Growth Index ETFs	Q1 2021 Filed on May 13, 2021	73	$204.75 - $230.34 $14.9K - $16.8K
ROM Proshares Ultra Technology ETFs	Q1 2021 Filed on May 13, 2021	370	$33.25 - $42.42 $12.3K - $15.7K

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.