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Ishares High Dividend Equity F shares owned by Lane & Associates

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Lane & Associates from 13F filings

Historical chart of Lane & Associates investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Lane & Associates 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 Lane & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 23k 110.21
2023-12-31 $2.2M 22k 101.99
2023-09-30 $2.3M 23k 98.89
2023-06-30 $2.5M 25k 100.79
2023-03-31 $3.3M 32k 101.66
2022-12-31 $3.5M 33k 104.24

More positions owned by Lane & Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lane & Associates

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
Branch Banking & Trust Company
Commonwealth Equity Services
M^T Bank Corporation
Janney Montgomery Scott
Federated Investors
LBMC Investment Advisors
Raymond James Financial Services Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F