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Ishares High Dividend Equity F shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Dynamic Wealth Strategies 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 Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $61k 448 135.72

More positions owned by Dynamic Wealth Strategies

Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Expanded Tech Sector Etf Etf (IGM)
Vanguard Value Etf Etf (VTV)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Etf Etf (EFA)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Value Etf Etf (EFV)
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)
Ishares Msci Japan Etf Etf (EWJ)
Vaneck Gold Miners Etf Etf (GDX)

View all positions for Dynamic Wealth Strategies

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Morgan Stanley
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Ameriprise Financial
Janney Montgomery Scott
Jones Financial Companies, L.L
Citadel Advisors
Advantus Capital Management
BlackRock

View all funds holding Ishares High Dividend Equity F