Kelly Financial Group »

Ishares High Dividend Equity F shares owned by Kelly Financial Group

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

Historical chart of Kelly Financial Group investment in Ishares High Dividend Equity F

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Kelly Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares High Dividend Equity F by Kelly Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 1.9k 122.45
2025-06-30 $218k 1.9k 117.17
2025-03-31 $352k 2.9k 121.12
2024-12-31 $326k 2.9k 112.26

More positions owned by Kelly Financial Group

J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
J P Morgan Exchange Traded F Betabuilders Us (BBIB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Kelly Financial Group

Top funds holding Ishares High Dividend Equity F

Morgan Stanley
LPL Financial
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
Janney Montgomery Scott
Advantus Capital Management
Jones Financial Companies, L.L
Envestnet Asset Management
Ameriprise Financial
Citadel Advisors
M^T Bank Corporation
BlackRock

View all funds holding Ishares High Dividend Equity F