Ishares High Dividend Equity F shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 1.9k | 122.45 |
| 2025-06-30 | $212k | 1.8k | 117.17 |
| 2025-03-31 | $3.3M | 27k | 121.12 |
| 2024-12-31 | $720k | 6.4k | 112.26 |
| 2024-09-30 | $263k | 2.2k | 117.62 |
| 2024-06-30 | $6.7M | 62k | 108.70 |
| 2024-03-31 | $6.5M | 59k | 110.21 |
| 2023-12-31 | $7.2M | 70k | 103.57 |
| 2023-09-30 | $5.7M | 57k | 98.89 |
| 2023-06-30 | $5.1M | 51k | 100.79 |
| 2023-03-31 | $5.1M | 50k | 101.66 |
| 2021-09-30 | $7.0k | 74 | 94.59 |
| 2021-06-30 | $7.0k | 74 | 94.59 |
| 2021-03-31 | $7.0k | 74 | 94.59 |
| 2020-12-31 | $6.0k | 74 | 81.08 |
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