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Ishares High Dividend Equity F shares owned by Cornerstone Wealth Group

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 2.4k 122.42
2025-06-30 $247k 2.1k 117.20
2025-03-31 $254k 2.1k 121.10
2024-12-31 $230k 2.1k 112.29
2024-09-30 $241k 2.1k 117.63
2024-06-30 $223k 2.1k 108.69
2024-03-31 $236k 2.1k 110.19

More positions owned by Cornerstone Wealth Group

NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Broadcom (AVGO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Msci Acwi Ex Us (ACWX)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Cornerstone Wealth Group

Top funds holding Ishares High Dividend Equity F

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

View all funds holding Ishares High Dividend Equity F