Ishares High Dividend Equity F shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $539k | 4.6k | 117.62 |
| 2024-06-30 | $314k | 2.9k | 108.70 |
| 2024-03-31 | $318k | 2.9k | 110.21 |
| 2023-12-31 | $396k | 3.9k | 101.99 |
| 2023-09-30 | $400k | 4.0k | 98.89 |
| 2023-06-30 | $407k | 4.0k | 100.79 |
| 2023-03-31 | $411k | 4.0k | 101.66 |
| 2022-12-31 | $421k | 4.0k | 104.24 |
| 2022-09-30 | $369k | 4.0k | 91.34 |
| 2022-06-30 | $406k | 4.0k | 100.50 |
| 2022-03-31 | $437k | 4.1k | 106.92 |
| 2021-12-31 | $413k | 4.1k | 101.05 |
| 2021-09-30 | $385k | 4.1k | 94.32 |
| 2021-06-30 | $394k | 4.1k | 96.52 |
| 2021-03-31 | $387k | 4.1k | 94.81 |
| 2020-12-31 | $386k | 4.4k | 87.59 |
| 2020-09-30 | $355k | 4.4k | 80.55 |
| 2020-06-30 | $356k | 4.4k | 80.96 |
| 2020-03-31 | $318k | 4.4k | 71.54 |
| 2019-12-31 | $554k | 5.6k | 98.14 |
| 2019-09-30 | $458k | 4.9k | 94.24 |
| 2019-06-30 | $628k | 6.6k | 94.51 |
| 2019-03-31 | $718k | 7.7k | 93.31 |
| 2018-12-31 | $841k | 10k | 84.35 |
| 2018-09-30 | $967k | 11k | 88.63 |
| 2018-06-30 | $943k | 11k | 85.03 |
| 2018-03-31 | $1.1M | 13k | 84.46 |
| 2017-12-31 | $1.2M | 13k | 90.13 |
| 2017-09-30 | $1.1M | 13k | 85.92 |
| 2017-06-30 | $1.2M | 14k | 83.14 |
| 2017-03-31 | $1.2M | 15k | 83.89 |
| 2016-12-31 | $1.5M | 18k | 82.25 |
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