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Ishares High Dividend Equity F shares owned by Leeward Financial Partners

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

Historical chart of Leeward Financial Partners investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Leeward Financial Partners 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 Leeward Financial Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $247k 2.5k 98.87
2023-06-30 $693k 6.9k 100.78
2023-03-31 $4.6M 45k 101.66
2022-12-31 $4.4M 42k 104.24
2022-09-30 $3.5M 39k 91.28
2022-06-30 $3.8M 38k 100.43
2022-03-31 $4.0M 38k 106.90
2021-12-31 $4.0M 40k 100.98

More positions owned by Leeward Financial Partners

Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Goldman Sachs (GS)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Leeward Financial Partners

Top funds holding Ishares High Dividend Equity F

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
BlackRock
Commonwealth Equity Services
Branch Banking & Trust Company

View all funds holding Ishares High Dividend Equity F