Ishares High Dividend Equity F shares owned by Concentrum Wealth Management
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Concentrum Wealth Management
from 13F filings
Historical chart of Concentrum 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 Concentrum Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares High Dividend Equity F by Concentrum Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $381k | 3.1k | 122.45 |
| 2025-06-30 | $415k | 3.5k | 117.18 |
| 2025-03-31 | $374k | 3.1k | 121.10 |
| 2024-12-31 | $216k | 1.9k | 112.26 |
| 2020-03-31 | $230k | 3.2k | 71.70 |
| 2019-12-31 | $315k | 3.2k | 98.19 |
| 2019-09-30 | $302k | 3.2k | 94.14 |
| 2019-06-30 | $303k | 3.2k | 94.45 |
| 2019-03-31 | $345k | 3.7k | 93.24 |
| 2018-12-31 | $312k | 3.7k | 84.32 |
More positions owned by Concentrum Wealth Management
View all positions for Concentrum Wealth Management
Top funds holding Ishares High Dividend Equity F
View all funds holding Ishares High Dividend Equity F