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Ishares High Dividend Equity F shares owned by McCarthy & Cox

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

Historical chart of McCarthy & Cox investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by McCarthy & Cox 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 McCarthy & Cox

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 2.4k 122.46
2025-06-30 $285k 2.4k 117.19
2025-03-31 $294k 2.4k 121.10
2024-12-31 $273k 2.4k 112.26
2024-09-30 $286k 2.4k 117.62

More positions owned by McCarthy & Cox

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
J P Morgan Exchange Traded F Income Etf (JPIE)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Ssga Active Tr Spdr Ssga My2026 (MYCF)

View all positions for McCarthy & Cox

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