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Ishares High Dividend Equity F shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Cornerstone Planning Group 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 Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $43k 374 115.74
2024-09-30 $47k 405 116.93
2024-03-31 $54k 496 108.25
2023-12-31 $53k 515 101.99
2023-09-30 $64k 648 98.89
2023-06-30 $72k 718 100.79
2022-12-31 $194k 1.9k 103.90

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

View all positions for Cornerstone Planning Group

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
Meiji Yasuda Life Insurance Company
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Clark Capital Management Group
Advantus Capital Management
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors

View all funds holding Ishares High Dividend Equity F