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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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
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