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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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