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Ishares High Dividend Equity F shares owned by Compass Wealth Management

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

Historical chart of Compass Wealth Management investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Compass Wealth Management 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 Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $49k 444 110.21
2023-12-31 $45k 444 101.99
2023-09-30 $44k 444 98.89
2023-06-30 $45k 444 100.79
2023-03-31 $45k 444 101.66
2022-12-31 $46k 444 104.24

More positions owned by Compass Wealth Management

Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Constellation Brands Cl A (STZ)
Air Products & Chemicals (APD)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Advanced Energy Industries (AEIS)
Danaher Corporation (DHR)
Citigroup Com New (C)
Coty Com Cl A (COTY)
Alphabet Cap Stk Cl C (GOOG)
Blackstone Group Inc Com Cl A (BX)
Anheuser Busch Inbev Sa Sponsored Adr (BUD)

View all positions for Compass Wealth Management

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Morgan Stanley
Meiji Yasuda Life Insurance Company
LPL Financial
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Jpmorgan Chase & Co
Advantus Capital Management
Citadel Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Envestnet Asset Management
M^T Bank Corporation
Janney Montgomery Scott

View all funds holding Ishares High Dividend Equity F