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Ishares High Dividend Equity F shares owned by Lane & Associates

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Lane & Associates from 13F filings

Historical chart of Lane & Associates investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Lane & Associates 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 Lane & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 21k 117.62
2024-06-30 $2.1M 19k 108.70
2024-03-31 $2.5M 23k 110.21
2023-12-31 $2.2M 22k 101.99
2023-09-30 $2.3M 23k 98.89
2023-06-30 $2.5M 25k 100.79
2023-03-31 $3.3M 32k 101.66
2022-12-31 $3.5M 33k 104.24

More positions owned by Lane & Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lane & Associates

Top funds holding Ishares High Dividend Equity F

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

View all funds holding Ishares High Dividend Equity F