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Ishares High Dividend Equity F shares owned by Fermata Advisors

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

Historical chart of Fermata Advisors 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 Fermata Advisors 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $338k 3.1k 110.20
2023-12-31 $544k 5.3k 102.00
2023-09-30 $542k 5.5k 98.87
2023-03-31 $10M 100k 101.66
2022-12-31 $13M 122k 104.24
2022-09-30 $11M 121k 91.29
2022-06-30 $8.6M 85k 100.43

More positions owned by Fermata Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Pacer Fds Tr Globl Cash Etf (GCOW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Fermata Advisors

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
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services
Janney Montgomery Scott
Federated Investors
Raymond James Financial Services Advisors
LBMC Investment Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F