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Ishares High Dividend Equity F shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 16k 135.71
2024-12-31 $0 0 0.00
2024-09-30 $16k 134 117.90
2021-09-30 $3.1M 33k 94.20
2021-06-30 $255k 2.6k 96.92
2021-03-31 $256k 2.7k 95.49
2020-12-31 $224k 2.6k 87.60
2019-12-31 $310k 3.2k 98.13

More positions owned by GeoWealth Management

Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds State Street Spd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds State Street Spd (SPEM)

View all positions for GeoWealth Management

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