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Ishares High Dividend Equity F shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Kapstone Financial 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 105k 108.70
2024-03-31 $11M 103k 110.21
2023-09-30 $10M 105k 98.89
2023-06-30 $11M 104k 103.75
2023-03-31 $11M 103k 104.30
2022-12-31 $11M 101k 105.01