Ishares High Dividend Equity F shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $208k | 1.7k | 121.60 |
| 2025-09-30 | $209k | 1.7k | 122.44 |
| 2025-06-30 | $202k | 1.7k | 117.16 |
| 2025-03-31 | $211k | 1.7k | 121.12 |
| 2024-12-31 | $197k | 1.8k | 112.26 |
| 2024-09-30 | $1.9k | 16 | 117.63 |
| 2024-06-30 | $1.7k | 16 | 108.75 |
| 2024-03-31 | $1.8k | 16 | 110.25 |
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