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Ishares High Dividend Equity F shares owned by Capital Squared Financial

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

Historical chart of Capital Squared Financial investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Capital Squared 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 Capital Squared Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 17k 121.61
2025-09-30 $2.1M 17k 122.45
2025-06-30 $1.3M 11k 117.18

More positions owned by Capital Squared Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
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NVIDIA Corporation (NVDA)
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Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
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View all positions for Capital Squared Financial

Top funds holding Ishares High Dividend Equity F

LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Envestnet Asset Management
Janney Montgomery Scott
Jones Financial Companies, L.L
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