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Ishares High Dividend Equity F shares owned by Kingsview Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 27k 122.45
2025-06-30 $3.0M 26k 117.17
2025-03-31 $1.7M 14k 121.12
2024-12-31 $1.7M 15k 112.26
2024-09-30 $1.7M 14k 117.62
2024-06-30 $1.4M 13k 108.70
2024-03-31 $974k 8.8k 110.21
2023-12-31 $914k 9.0k 101.99
2023-09-30 $1.0M 11k 98.89
2023-06-30 $580k 5.8k 100.78
2023-03-31 $535k 5.3k 101.66
2022-12-31 $527k 5.1k 104.24
2022-09-30 $401k 4.4k 91.36
2022-06-30 $512k 5.1k 100.37
2022-03-31 $453k 4.2k 106.89
2021-12-31 $427k 4.2k 100.97
2021-09-30 $408k 4.3k 94.25
2021-06-30 $459k 4.7k 97.16
2021-03-31 $425k 4.5k 95.40
2020-12-31 $401k 4.6k 87.75
2020-09-30 $415k 5.2k 80.43
2020-06-30 $384k 4.7k 81.17
2020-03-31 $1.2M 17k 71.54
2019-12-31 $565k 6.3k 90.11
2019-09-30 $1.4M 15k 94.17
2019-06-30 $1.2M 13k 94.54
2019-03-31 $554k 5.9k 93.23
2018-12-31 $385k 4.6k 84.34
2018-09-30 $406k 4.5k 90.62
2018-06-30 $404k 4.8k 85.00
2018-03-31 $553k 6.5k 84.52
2017-12-31 $565k 6.3k 90.11
2017-09-30 $507k 5.9k 85.87
2017-06-30 $519k 6.2k 83.19
2017-03-31 $555k 6.6k 83.85

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Oracle Corporation (ORCL)
Spdr Series Trust Portfli Intrmdit (SPTI)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFD)

View all positions for Kingsview Wealth Management

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