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Ishares High Dividend Equity F shares owned by JSF Financial

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

Historical chart of JSF Financial investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by JSF Financial 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 JSF Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 9.8k 117.61
2024-06-30 $1.1M 9.7k 108.70
2024-03-31 $1.1M 9.7k 110.21
2023-09-30 $930k 9.4k 98.89
2023-06-30 $948k 9.4k 100.79
2023-03-31 $1.1M 10k 101.66
2022-12-31 $1.4M 14k 104.24
2022-09-30 $996k 11k 91.30
2022-06-30 $866k 8.6k 100.39
2022-03-31 $235k 2.2k 107.06
2019-12-31 $353k 3.6k 98.11

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Mcp Etf (IJH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
DV (DV)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for JSF Financial

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors
BlackRock
Orion Portfolio Solutions
LBMC Investment Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F