Ishares High Dividend Equity F shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 9.8k | 122.45 |
| 2025-06-30 | $1.1M | 9.7k | 117.17 |
| 2025-03-31 | $1.2M | 10k | 121.11 |
| 2024-12-31 | $1.2M | 11k | 112.26 |
| 2024-09-30 | $1.3M | 11k | 117.62 |
| 2024-06-30 | $1.2M | 11k | 108.70 |
| 2024-03-31 | $1.2M | 11k | 110.21 |
| 2023-12-31 | $1.2M | 11k | 101.99 |
| 2023-09-30 | $1.3M | 13k | 98.89 |
| 2023-06-30 | $1.6M | 16k | 100.79 |
| 2023-03-31 | $1.7M | 17k | 101.66 |
| 2022-12-31 | $2.1M | 21k | 104.24 |
| 2022-09-30 | $1.3M | 14k | 91.32 |
| 2022-06-30 | $1.4M | 14k | 100.42 |
| 2021-12-31 | $1.5M | 15k | 100.98 |
| 2021-03-31 | $1.6M | 15k | 106.90 |
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