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Ishares High Dividend Equity F shares owned by Cassady Schiller Wealth Management

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

Historical chart of Cassady Schiller Wealth Management investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Cassady Schiller Wealth Management 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $29k 285 101.99
2023-09-30 $28k 285 98.89
2023-06-30 $29k 285 100.79
2023-03-31 $29k 285 101.66
2022-12-31 $30k 285 104.24
2021-12-31 $29k 285 101.75

More positions owned by Cassady Schiller Wealth Management

Vanguard Value ETF Etf (VTV)
Vanguard S&P 500 Etf Etf (VOO)
Procter & Gamble Company (PG)
Vanguard Growth Etf Etf (VUG)
iShares Short Maturity Bond ETF Etf (NEAR)
Vanguard Mid-Cap Value ETF (VOE)
Dimensional Etf Trust (DFAC)
Schwab U S Broad Market ETF (SCHB)
Apple (AAPL)
U.S. Bancorp (USB)
iShares Russell 3000 Index (IWV)
Cintas Corporation (CTAS)
Vanguard Mid-Cap Growth ETF (VOT)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)

View all positions for Cassady Schiller Wealth Management

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services
Janney Montgomery Scott
Federated Investors
LBMC Investment Advisors
Raymond James Financial Services Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F