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Ishares High Dividend Equity F shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Ishares High Dividend Equity F

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 20240.7M0.8M0.9M1M7k8k9k
Value ($)Share countHistorical HDV position of Sax Wealth Advisors Source: stockzoa.comValue ($)Share count

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $757k 6.4k 117.61
2024-06-30 $699k 6.4k 108.70
2024-03-31 $1.0M 9.1k 110.21
2023-12-31 $928k 9.1k 101.99
2023-09-30 $952k 9.6k 98.89
2023-06-30 $970k 9.6k 100.79
2023-03-31 $704k 6.9k 101.67
2022-12-31 $724k 6.9k 104.25
2022-09-30 $634k 6.9k 91.30
2022-06-30 $697k 6.9k 100.37
2022-03-31 $752k 7.0k 106.85
2021-12-31 $711k 7.0k 101.02
2021-09-30 $663k 7.0k 94.20
2021-06-30 $705k 7.3k 96.58
2021-03-31 $693k 7.3k 94.93
2020-12-31 $640k 7.3k 87.67