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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
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)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
DV (DV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
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
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services
Janney Montgomery Scott
Federated Investors
LBMC Investment Advisors
Raymond James Financial Services Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F