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Ishares High Dividend Equity F shares owned by Avantra Family Wealth

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

Historical chart of Avantra Family Wealth investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Avantra Family Wealth 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 Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $283k 2.1k 135.72

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Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Amazon (AMZN)
Wells Fargo & Company (WFC)
Citigroup Com New (C)
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First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
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Meta Platforms Cl A (META)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Avantra Family Wealth

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Morgan Stanley
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Ameriprise Financial
Janney Montgomery Scott
Jones Financial Companies, L.L
Citadel Advisors
Advantus Capital Management
BlackRock

View all funds holding Ishares High Dividend Equity F