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Ishares High Dividend Equity F shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Goldstone Financial 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 Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.5M 22k 112.26
2024-09-30 $2.3M 20k 117.62
2024-06-30 $2.2M 20k 108.70
2024-03-31 $1.6M 14k 110.21
2023-12-31 $1.4M 14k 101.99
2023-09-30 $2.3M 23k 98.89
2023-06-30 $1.8M 18k 100.79
2023-03-31 $1.1M 11k 101.66

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Fundamental Us S (FNDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Actively Managed Exc Var Rate Invt (VRIG)

View all positions for Goldstone Financial Group

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
Meiji Yasuda Life Insurance Company
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Clark Capital Management Group
Advantus Capital Management
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors

View all funds holding Ishares High Dividend Equity F