Ishares High Dividend Equity F shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $297k | 2.6k | 112.27 |
| 2024-09-30 | $311k | 2.6k | 117.63 |
| 2024-06-30 | $287k | 2.6k | 108.71 |
| 2024-03-31 | $291k | 2.6k | 110.22 |
| 2023-12-31 | $270k | 2.6k | 102.00 |
| 2023-09-30 | $261k | 2.6k | 98.90 |
| 2023-06-30 | $266k | 2.6k | 100.80 |
| 2023-03-31 | $472k | 4.6k | 101.66 |
| 2022-12-31 | $571k | 5.5k | 104.23 |
| 2022-09-30 | $743k | 8.1k | 91.28 |
| 2022-06-30 | $770k | 7.7k | 100.44 |
| 2022-03-31 | $525k | 5.0k | 104.69 |
| 2021-12-31 | $507k | 5.0k | 101.10 |
| 2021-09-30 | $500k | 5.3k | 94.34 |
| 2021-06-30 | $484k | 5.0k | 96.51 |
| 2021-03-31 | $568k | 6.0k | 95.38 |
| 2020-12-31 | $1.2M | 13k | 89.51 |
Top funds holding Ishares High Dividend Equity F
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