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Ishares High Dividend Equity F shares owned by Cornerstone Planning

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.6M 37k 122.11

More positions owned by Cornerstone Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Ibonds Dec2026 (IBDR)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 2026 Term (IBHF)
Apple (AAPL)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibonds 27 Etf (IBDS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Cornerstone Planning

Top funds holding Ishares High Dividend Equity F

LPL Financial
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Janney Montgomery Scott
Advantus Capital Management
Ameriprise Financial
Citadel Advisors
M^T Bank Corporation
BlackRock
Commonwealth Equity Services

View all funds holding Ishares High Dividend Equity F