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Ishares High Dividend Equity F shares owned by Apex Wealth Management

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

Historical chart of Apex 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 Apex 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 Apex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 17k 135.72
2025-09-30 $2.0M 17k 122.45
2025-06-30 $1.9M 16k 117.17
2025-03-31 $2.0M 16k 121.12

More positions owned by Apex Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Morningstar Valu (ILCV)
Tesla Motors (TSLA)
Amazon (AMZN)
Fidelity Covington Trust Intl Multifactor (FDEV)

View all positions for Apex Wealth Management

Top funds holding Ishares High Dividend Equity F

LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Janney Montgomery Scott
Advantus Capital Management
Ameriprise Financial
M^T Bank Corporation
BlackRock
Commonwealth Equity Services
Bnp Paribas Arbitrage, Snc
Branch Banking & Trust Company
Cetera Investment Advisers

View all funds holding Ishares High Dividend Equity F