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Ishares High Dividend Equity F shares owned by Gray Private Wealth

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

Historical chart of Gray Private Wealth investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Gray Private Wealth 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 Gray Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 50k 122.45
2025-06-30 $5.8M 49k 117.17
2025-03-31 $5.7M 47k 121.12
2024-12-31 $5.1M 46k 112.26
2024-09-30 $5.3M 45k 117.62
2024-06-30 $4.7M 44k 108.70
2024-03-31 $4.5M 41k 110.21

More positions owned by Gray Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Real Estate Etf (VNQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U.s. Real Es Etf (IYR)
Oracle Corporation (ORCL)

View all positions for Gray Private Wealth

Top funds holding Ishares High Dividend Equity F

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

View all funds holding Ishares High Dividend Equity F