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
Tip: Access up to 7 years of quarterly data
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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Capital Advisors Wealth Management
View all positions for Capital Advisors Wealth Management
Top funds holding Ishares High Dividend Equity F
View all funds holding Ishares High Dividend Equity F