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Ishares High Dividend Equity F shares owned by Crown Wealth Group

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

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $337k 3.3k 101.99
2023-09-30 $376k 3.8k 98.89
2023-03-31 $492k 4.8k 101.66
2022-12-31 $620k 6.0k 104.24
2022-09-30 $543k 6.0k 91.26
2022-06-30 $1.7M 17k 100.44
2022-03-31 $415k 3.9k 106.96

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Comm Srvc Etf (VOX)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)

View all positions for Crown Wealth Group

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
Branch Banking & Trust Company
Commonwealth Equity Services
M^T Bank Corporation
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