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Ishares High Dividend Equity F shares owned by Aurum Wealth Management Group

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 2.0k 117.62
2024-06-30 $222k 2.0k 108.70
2024-03-31 $225k 2.0k 110.21
2023-12-31 $257k 2.5k 101.99
2023-09-30 $272k 2.7k 98.89
2023-06-30 $277k 2.7k 100.79
2023-03-31 $279k 2.7k 101.66
2022-12-31 $383k 3.7k 104.24
2022-09-30 $335k 3.7k 91.36
2022-06-30 $367k 3.7k 100.41
2022-03-31 $390k 3.6k 107.03
2021-12-31 $367k 3.6k 100.96