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Ishares High Dividend Equity F shares owned by Strategies Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Strategies 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 Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $222k 2.0k 110.20
2023-12-31 $205k 2.0k 102.01
2023-09-30 $201k 2.0k 98.90
2023-06-30 $204k 2.0k 100.80

More positions owned by Strategies Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

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