Ishares High Dividend Equity F shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 2.8k | 122.46 |
| 2025-06-30 | $321k | 2.7k | 117.17 |
| 2025-03-31 | $329k | 2.7k | 121.11 |
| 2024-12-31 | $216k | 1.9k | 112.26 |
| 2024-09-30 | $374k | 3.2k | 117.61 |
| 2024-06-30 | $343k | 3.2k | 108.71 |
| 2024-03-31 | $353k | 3.2k | 110.22 |
| 2023-12-31 | $325k | 3.2k | 101.99 |
| 2023-09-30 | $312k | 3.2k | 98.89 |
| 2023-06-30 | $318k | 3.2k | 100.79 |
| 2023-03-31 | $260k | 2.6k | 101.66 |
| 2022-12-31 | $708k | 6.8k | 104.24 |
| 2022-09-30 | $448k | 4.9k | 91.21 |
| 2022-06-30 | $493k | 4.9k | 100.37 |
| 2022-03-31 | $525k | 4.9k | 106.88 |
| 2021-12-31 | $496k | 4.9k | 100.98 |
| 2021-09-30 | $463k | 4.9k | 94.26 |
| 2021-06-30 | $474k | 4.9k | 96.50 |
| 2021-03-31 | $466k | 4.9k | 94.87 |
| 2020-12-31 | $431k | 4.9k | 87.74 |
| 2020-09-30 | $395k | 4.9k | 80.42 |
| 2020-06-30 | $399k | 4.9k | 81.23 |
| 2020-03-31 | $351k | 4.9k | 71.46 |
| 2019-12-31 | $482k | 4.9k | 98.13 |
| 2019-09-30 | $463k | 4.9k | 94.26 |
| 2019-06-30 | $464k | 4.9k | 94.46 |
| 2019-03-31 | $458k | 4.9k | 93.24 |
| 2018-12-31 | $414k | 4.9k | 84.28 |
| 2018-09-30 | $445k | 4.9k | 90.59 |
| 2018-06-30 | $417k | 4.9k | 84.89 |
| 2018-03-31 | $415k | 4.9k | 84.49 |
| 2017-12-31 | $443k | 4.9k | 90.19 |
| 2017-09-30 | $422k | 4.9k | 85.91 |
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