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Ishares High Dividend Equity F shares owned by Calton & Associates

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 1.8k 122.48
2025-06-30 $226k 1.9k 117.16
2025-03-31 $257k 2.1k 121.12
2022-03-31 $2.5M 23k 106.87
2020-06-30 $207k 2.6k 81.11
2019-12-31 $225k 2.3k 98.12
2019-09-30 $260k 2.8k 94.27
2019-06-30 $242k 2.6k 94.68
2019-03-31 $441k 4.7k 93.39
2017-12-31 $210k 2.3k 92.72