Ishares High Dividend Equity F shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $476k | 4.0k | 117.62 |
| 2024-06-30 | $424k | 3.9k | 108.70 |
| 2024-03-31 | $430k | 3.9k | 110.21 |
| 2023-12-31 | $509k | 5.0k | 101.99 |
| 2023-09-30 | $495k | 5.0k | 98.89 |
| 2023-06-30 | $571k | 5.7k | 100.79 |
| 2023-03-31 | $532k | 5.2k | 101.66 |
| 2022-12-31 | $476k | 4.6k | 104.24 |
| 2022-09-30 | $452k | 5.0k | 91.22 |
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