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Ishares High Dividend Equity F shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $819k 6.7k 121.87
2025-06-30 $787k 6.7k 117.18
2025-03-31 $891k 7.4k 121.11
2024-12-31 $826k 7.4k 112.26
2024-09-30 $851k 7.2k 117.63
2024-06-30 $965k 8.9k 108.69
2024-03-31 $1.0M 9.2k 110.21
2023-12-31 $911k 8.9k 101.99
2023-09-30 $957k 9.7k 98.89
2023-06-30 $976k 9.7k 100.79
2023-03-31 $1.0M 10k 101.66
2022-12-31 $1.1M 10k 104.24