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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Phoenix Wealth Advisors 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 Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
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