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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
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

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Ishares Tr Core Msci Intl (IDEV)
Home Depot (HD)
Amazon (AMZN)

View all positions for Cornerstone Wealth Group

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