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Ishares High Dividend Equity F shares owned by Marshall Financial Group

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

Historical chart of Marshall Financial Group investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Marshall Financial 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 Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 2.0k 122.45
2025-06-30 $239k 2.0k 118.68
2025-03-31 $242k 2.0k 121.12
2024-12-31 $225k 2.0k 112.26
2024-09-30 $235k 2.0k 117.62
2024-06-30 $217k 2.0k 108.70

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Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Pshs Ult S&p 500 (SSO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Broadcom (AVGO)

View all positions for Marshall Financial 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