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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Quarterly reported holdings in Ishares High Dividend Equity F by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 1.9k | 122.43 |
| 2025-06-30 | $223k | 1.9k | 117.19 |
| 2025-03-31 | $216k | 1.8k | 121.09 |
| 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 |
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