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Ishares High Dividend Equity F shares owned by Birchcreek Wealth Management

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

Historical chart of Birchcreek Wealth Management 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 Birchcreek 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 Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $301k 2.7k 110.22
2023-12-31 $251k 2.5k 101.99
2023-09-30 $292k 3.0k 98.89
2023-06-30 $501k 5.0k 100.79
2023-03-31 $392k 3.9k 101.65
2020-12-31 $58k 670 86.57

More positions owned by Birchcreek Wealth Management

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Birchcreek 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