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Ishares High Dividend Equity F shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Icon Wealth 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 15k 121.61
2024-12-31 $358k 3.2k 112.26
2022-09-30 $4.1M 45k 91.29

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Accenture Plc Ireland Shs Class A Stock (ACN)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 100 Etf Etf (OEF)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Amazon Stock (AMZN)

View all positions for Icon Wealth Advisors

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
Janney Montgomery Scott
Advantus Capital Management
Jones Financial Companies, L.L
Ameriprise Financial
Citadel Advisors
M^T Bank Corporation
BlackRock
Commonwealth Equity Services

View all funds holding Ishares High Dividend Equity F