Ishares High Dividend Equity F shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 2.2k | 122.45 |
| 2025-06-30 | $252k | 2.1k | 117.17 |
| 2025-03-31 | $265k | 2.2k | 121.12 |
| 2024-12-31 | $289k | 2.6k | 112.26 |
| 2024-09-30 | $331k | 2.8k | 117.62 |
| 2024-06-30 | $281k | 2.6k | 108.70 |
| 2024-03-31 | $439k | 4.0k | 110.21 |
| 2023-12-31 | $461k | 4.5k | 101.99 |
| 2023-09-30 | $500k | 5.1k | 98.89 |
| 2023-06-30 | $548k | 5.4k | 100.97 |
| 2023-03-31 | $639k | 6.3k | 101.66 |
| 2022-12-31 | $721k | 6.9k | 104.24 |
| 2022-09-30 | $660k | 7.2k | 91.27 |
| 2022-06-30 | $728k | 7.2k | 100.48 |
| 2022-03-31 | $810k | 7.6k | 106.87 |
| 2021-12-31 | $758k | 7.5k | 100.99 |
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