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Ishares High Dividend Equity F shares owned by Summit Investment Advisory Services

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Summit Investment Advisory Services from 13F filings

Historical chart of Summit Investment Advisory Services 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 Summit Investment Advisory Services 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 Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $921k 8.4k 110.20
2023-12-31 $863k 8.5k 101.99
2023-09-30 $1.1M 11k 98.89
2023-06-30 $1.1M 11k 100.79
2023-03-31 $1.1M 11k 101.66
2022-12-31 $1.1M 10k 104.24

More positions owned by Summit Investment Advisory Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core Div Grwth (DGRO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Franklin Templeton Etf Tr Income Focus Etf (INCM)

View all positions for Summit Investment Advisory Services

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