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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Quarterly reported holdings in Ishares High Dividend Equity F by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 101k | 122.45 |
| 2025-06-30 | $12M | 100k | 117.17 |
| 2025-03-31 | $13M | 103k | 121.12 |
| 2024-12-31 | $12M | 103k | 114.47 |
| 2024-09-30 | $12M | 105k | 117.09 |
| 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 |
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