Ishares High Dividend Equity F shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 11k | 122.45 |
| 2025-06-30 | $1.2M | 11k | 117.17 |
| 2025-03-31 | $1.3M | 11k | 121.12 |
| 2024-12-31 | $1.2M | 11k | 112.26 |
| 2024-09-30 | $1.3M | 11k | 117.62 |
| 2024-06-30 | $1.2M | 11k | 108.70 |
| 2024-03-31 | $696k | 6.3k | 110.21 |
| 2023-12-31 | $706k | 6.9k | 101.99 |
| 2023-09-30 | $1.1M | 11k | 98.89 |
| 2023-06-30 | $1.1M | 10k | 100.79 |
| 2023-03-31 | $397k | 3.9k | 101.66 |
| 2022-12-31 | $408k | 3.9k | 104.23 |
| 2022-06-30 | $1.0M | 10k | 100.51 |
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