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Ishares High Dividend Equity F shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Ishares High Dividend Equity F

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Sugarloaf Wealth Management 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 Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $621k 5.6k 110.21
2023-12-31 $575k 5.6k 101.99
2023-09-30 $557k 5.6k 98.89
2023-06-30 $568k 5.6k 100.79
2023-03-31 $573k 5.6k 101.66
2022-12-31 $588k 5.6k 104.24
2022-09-30 $559k 6.1k 91.37
2022-06-30 $566k 5.6k 100.41
2022-03-31 $603k 5.6k 106.97
2021-12-31 $680k 6.7k 100.92
2021-09-30 $628k 6.7k 94.25
2021-06-30 $669k 6.9k 96.54
2021-03-31 $656k 592 1108.11
2020-12-31 $517k 5.9k 87.70
2020-09-30 $474k 5.9k 80.41
2020-06-30 $931k 12k 81.13
2020-03-31 $798k 11k 71.54
2019-12-31 $6.4M 65k 98.07