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Ishares High Dividend Equity F shares owned by Beacon Financial

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 2.2k 122.44
2025-06-30 $277k 2.4k 117.19
2025-03-31 $231k 1.9k 121.12
2024-09-30 $230k 2.0k 117.62
2024-06-30 $212k 1.9k 108.71
2024-03-31 $207k 1.9k 110.19
2021-06-30 $7.3M 76k 95.52

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Beacon Financial

Top funds holding Ishares High Dividend Equity F

Morgan Stanley
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
M^T Bank Corporation
BlackRock

View all funds holding Ishares High Dividend Equity F