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Ishares High Dividend Equity F shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Kapstone Financial 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $10M 105k 98.89
2023-06-30 $11M 104k 103.75
2023-03-31 $11M 103k 104.30
2022-12-31 $11M 101k 105.01

More positions owned by Kapstone Financial Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core High Dv Etf (HDV)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

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
Raymond James Financial Services Advisors
LBMC Investment Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F