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Ishares High Dividend Equity F shares owned by Aureum Wealth Management

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

Historical chart of Aureum 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 Aureum 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 Aureum Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.3M 35k 121.61

More positions owned by Aureum Wealth Management

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Mbs Etf (MBB)
World Gold Tr Spdr Gld Minis (GLDM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core High Dv Etf (HDV)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Janus Detroit Str Tr Henderson Securi (JSI)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust State Street Spd (SPIB)

View all positions for Aureum Wealth Management

Top funds holding Ishares High Dividend Equity F

LPL Financial
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
Janney Montgomery Scott
Advantus Capital Management
Jones Financial Companies, L.L
Envestnet Asset Management
Ameriprise Financial
Citadel Advisors
BlackRock
Commonwealth Equity Services
Branch Banking & Trust Company

View all funds holding Ishares High Dividend Equity F