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Ishares High Dividend Equity F shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $276k 2.7k 101.98
2023-09-30 $283k 2.9k 98.88
2023-06-30 $290k 2.9k 100.78
2023-03-31 $294k 2.9k 101.65
2022-12-31 $312k 3.0k 104.22
2022-09-30 $440k 4.8k 91.34
2022-06-30 $444k 4.4k 100.43
2022-03-31 $292k 2.7k 106.76
2021-12-31 $276k 2.7k 100.91
2021-09-30 $258k 2.7k 94.33
2021-06-30 $288k 3.0k 96.48
2021-03-31 $278k 2.9k 95.01
2020-12-31 $351k 4.0k 87.62
2020-09-30 $312k 3.9k 80.41
2020-06-30 $252k 3.1k 80.87
2020-03-31 $224k 3.1k 71.36
2019-12-31 $312k 3.2k 97.81