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Ishares High Dividend Equity F shares owned by Jackson Wealth Management

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

Historical chart of Jackson Wealth Management investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Jackson Wealth 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 Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 25k 117.61
2024-06-30 $1.6M 14k 108.71
2024-03-31 $2.7M 24k 110.20

More positions owned by Jackson Wealth Management

United States Treas Bills Tsrys58198
Microsoft Corp MSFT (MSFT)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Vanguard Index Fds S&p 500 Etf Voo (VOO)
Apple Aapl (AAPL)
Schwab Charles Famil Muni Money 0 (SWOXX)
Broadcom Avgo (AVGO)
Costco Whsl Corp Cost (COST)
Kla Corp Klac (KLAC)
Spdr Ser Tr Portfolio S&p500 SPLG (SPLG)
Ishares Tr Core S&p500 Etf Ivv (IVV)
Eq/equity 500 Index 0
Mastercard Incorporated Cl A Ma (MA)
Ishares Tr S&p 100 Etf Oef (OEF)
Ishares Tr Core Div Grwth Dgro (DGRO)

View all positions for Jackson Wealth Management

Top funds holding Ishares High Dividend Equity F

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

View all funds holding Ishares High Dividend Equity F