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Ishares High Dividend Equity F shares owned by Fortitude Family Office

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office 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 Fortitude Family Office 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 Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2025-12-31 $60k 490 121.61
2025-09-30 $60k 490 122.45
2025-06-30 $57k 490 117.17
2025-03-31 $59k 490 121.12
2024-12-31 $268k 2.4k 112.26
2024-09-30 $245k 2.1k 117.62

More positions owned by Fortitude Family Office

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Apple Stock (AAPL)
Dimensional Inflation-protected Securities Etf Etf (DFIP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Mid-cap Etf Etf (VO)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Invesco Senior Loan Etf Etf (BKLN)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Fortitude Family Office

Top funds holding Ishares High Dividend Equity F

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

View all funds holding Ishares High Dividend Equity F