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Ishares High Dividend Equity F shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $607k 5.4k 112.27
2024-09-30 $1.8M 15k 117.62
2024-06-30 $458k 4.2k 108.71
2024-03-31 $486k 4.4k 110.21
2023-12-31 $490k 4.8k 101.99
2023-09-30 $444k 4.5k 98.90

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Spdr S&p 500 Etf Iv Exchange Traded Fund (SPY)
Microsoft Corp Common Stock (MSFT)
Invsc Qqq Trust Srs 1 Etf Exchange Traded Fund (QQQ)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Schwab Us Large Cap Growth Etf Exchange Traded Fund (SCHG)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)
Ishares Core S&p 500 Etf Iv Exchange Traded Fund (IVV)
Meta Platforms Common Stock (META)
First Trust Preferred Sec Income Etf Exchange Traded Fund (FPE)
Broadcom Common Stock (AVGO)

View all positions for Kingswood Wealth Advisors

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
Meiji Yasuda Life Insurance Company
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Clark Capital Management Group
Advantus Capital Management
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors

View all funds holding Ishares High Dividend Equity F