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
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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 |
|---|---|---|---|
| 2025-09-30 | $477k | 3.9k | 122.46 |
| 2025-06-30 | $772k | 6.6k | 117.18 |
| 2024-12-31 | $722k | 6.4k | 112.26 |
| 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 |
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