Ishares High Dividend Equity F shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.5M | 41k | 108.70 |
| 2024-03-31 | $4.6M | 42k | 110.21 |
| 2023-12-31 | $4.4M | 43k | 101.99 |
| 2023-09-30 | $4.2M | 43k | 98.89 |
| 2023-06-30 | $4.8M | 48k | 100.79 |
| 2023-03-31 | $4.8M | 47k | 101.66 |
| 2022-12-31 | $5.0M | 48k | 104.24 |
| 2022-09-30 | $4.1M | 45k | 91.29 |
| 2022-06-30 | $4.6M | 46k | 100.43 |
| 2022-03-31 | $4.5M | 42k | 106.89 |
| 2021-12-31 | $3.8M | 38k | 100.99 |
| 2021-09-30 | $3.3M | 35k | 94.26 |
| 2021-06-30 | $3.5M | 37k | 96.53 |
| 2021-03-31 | $3.5M | 37k | 94.89 |
| 2020-12-31 | $3.2M | 36k | 87.67 |
| 2020-09-30 | $2.9M | 36k | 80.48 |
| 2020-06-30 | $3.3M | 40k | 81.15 |
| 2020-03-31 | $2.9M | 40k | 71.55 |
| 2019-12-31 | $4.0M | 40k | 98.07 |
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