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Ishares High Dividend Equity F shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial Partners investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Cascade Financial Partners 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 Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $271k 2.3k 118.86
2024-06-30 $248k 2.3k 108.70

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors
BlackRock
Orion Portfolio Solutions
LBMC Investment Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F