Ishares High Dividend Equity F shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $254k | 2.1k | 122.45 |
| 2025-06-30 | $243k | 2.1k | 117.17 |
| 2025-03-31 | $235k | 1.9k | 121.12 |
| 2024-12-31 | $218k | 1.9k | 112.26 |
| 2024-09-30 | $229k | 1.9k | 117.62 |
| 2024-06-30 | $211k | 1.9k | 108.70 |
| 2024-03-31 | $214k | 1.9k | 110.21 |
| 2022-03-31 | $214k | 2.0k | 106.95 |
| 2021-12-31 | $201k | 2.0k | 100.95 |
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