Ishares High Dividend Equity F shares owned by Caldwell Trust
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $966k | 7.9k | 122.45 |
| 2021-12-31 | $887k | 8.8k | 100.99 |
| 2021-09-30 | $828k | 8.8k | 94.26 |
| 2021-06-30 | $829k | 8.6k | 96.53 |
| 2021-03-31 | $772k | 8.1k | 94.89 |
| 2020-12-31 | $535k | 6.1k | 87.67 |
| 2020-09-30 | $477k | 5.9k | 80.48 |
| 2020-06-30 | $585k | 7.2k | 81.15 |
| 2020-03-31 | $501k | 7.0k | 71.55 |
| 2019-12-31 | $693k | 7.1k | 98.07 |
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