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Ishares High Dividend Equity F shares owned by Benchmark Financial Wealth Advisors

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

Historical chart of Benchmark Financial Wealth Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Benchmark Financial Wealth Advisors 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 Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $216k 1.6k 135.71
2022-12-31 $1.8M 17k 104.24
2022-09-30 $1.8M 20k 91.27
2022-06-30 $332k 3.3k 100.36

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Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
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NVIDIA Corporation (NVDA)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Core S&p Scp Etf (IJR)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Apple (AAPL)

View all positions for Benchmark Financial Wealth Advisors

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