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Ishares High Dividend Equity F shares owned by Capital Advisors Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $515k 4.7k 110.22
2023-12-31 $545k 5.3k 101.99
2023-09-30 $591k 6.0k 98.88
2023-06-30 $637k 6.3k 100.79
2023-03-31 $794k 7.8k 101.67
2022-12-31 $858k 8.2k 104.24
2022-09-30 $538k 5.9k 91.33
2022-06-30 $569k 5.7k 100.51
2022-03-31 $595k 5.6k 106.80
2021-12-31 $549k 5.4k 101.05
2021-09-30 $513k 5.4k 94.32
2021-06-30 $523k 5.4k 96.57
2021-03-31 $470k 5.0k 94.83