Ishares High Dividend Equity F shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $320k | 2.8k | 112.25 |
| 2024-09-30 | $346k | 2.9k | 117.62 |
| 2024-06-30 | $319k | 2.9k | 108.71 |
| 2024-03-31 | $323k | 2.9k | 110.20 |
| 2023-12-31 | $298k | 2.9k | 101.99 |
| 2023-09-30 | $288k | 2.9k | 98.89 |
| 2023-06-30 | $294k | 2.9k | 100.79 |
| 2023-03-31 | $296k | 2.9k | 101.66 |
| 2022-12-31 | $303k | 2.9k | 104.23 |
| 2022-09-30 | $269k | 2.9k | 92.92 |
| 2022-06-30 | $291k | 2.9k | 100.52 |
| 2022-03-31 | $312k | 2.9k | 108.07 |
| 2021-12-31 | $292k | 2.9k | 101.14 |
| 2021-09-30 | $288k | 3.0k | 96.03 |
| 2021-06-30 | $320k | 3.3k | 96.47 |
| 2021-03-31 | $220k | 2.3k | 95.07 |
| 2020-12-31 | $238k | 2.7k | 87.63 |
| 2020-09-30 | $224k | 2.8k | 80.32 |
| 2019-12-31 | $230k | 2.3k | 98.16 |
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