Ishares High Dividend Equity F shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $633k | 5.6k | 112.26 |
| 2024-09-30 | $663k | 5.6k | 117.62 |
| 2024-06-30 | $613k | 5.6k | 108.70 |
| 2024-03-31 | $621k | 5.6k | 110.21 |
| 2023-12-31 | $575k | 5.6k | 101.99 |
| 2023-09-30 | $557k | 5.6k | 98.89 |
| 2023-06-30 | $568k | 5.6k | 100.79 |
| 2023-03-31 | $573k | 5.6k | 101.66 |
| 2022-12-31 | $588k | 5.6k | 104.24 |
| 2022-09-30 | $559k | 6.1k | 91.37 |
| 2022-06-30 | $566k | 5.6k | 100.41 |
| 2022-03-31 | $603k | 5.6k | 106.97 |
| 2021-12-31 | $680k | 6.7k | 100.92 |
| 2021-09-30 | $628k | 6.7k | 94.25 |
| 2021-06-30 | $669k | 6.9k | 96.54 |
| 2021-03-31 | $656k | 592 | 1108.11 |
| 2020-12-31 | $517k | 5.9k | 87.70 |
| 2020-09-30 | $474k | 5.9k | 80.41 |
| 2020-06-30 | $931k | 12k | 81.13 |
| 2020-03-31 | $798k | 11k | 71.54 |
| 2019-12-31 | $6.4M | 65k | 98.07 |
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