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Ishares High Dividend Equity F shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 23k 117.63
2024-06-30 $2.6M 24k 108.71
2024-03-31 $2.6M 24k 110.22
2023-12-31 $2.4M 24k 102.00
2023-09-30 $2.4M 25k 98.88
2023-06-30 $2.5M 25k 100.81
2023-03-31 $2.7M 26k 101.66
2022-12-31 $2.9M 28k 104.24
2022-09-30 $2.7M 29k 91.28