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Ishares High Dividend Equity F shares owned by Lakeshore Capital Group

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

Historical chart of Lakeshore Capital Group investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Lakeshore Capital Group 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 Lakeshore Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 8.3k 122.45
2025-06-30 $3.0M 26k 117.17
2025-03-31 $3.7M 31k 121.12

More positions owned by Lakeshore Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Quality (GARP)
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Apple (AAPL)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Costco Wholesale Corporation (COST)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ishares Tr U.s. Tech Etf (IYW)
Alibaba Group Hldg Sponsored Ads (BABA)
Alphabet Cap Stk Cl A (GOOGL)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Lakeshore Capital 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