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Ishares High Dividend Equity F shares owned by Midwestern Financial

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

Historical chart of Midwestern Financial investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Midwestern Financial 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 Midwestern Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 1.9k 121.59
2025-09-30 $366k 3.0k 122.46
2025-06-30 $347k 3.0k 117.17

More positions owned by Midwestern Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Focused Lrg Cap (FLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Acwi Ex Us (ACWX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core Intl Aggr (IAGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Midwestern Financial

Top funds holding Ishares High Dividend Equity F

LPL Financial
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Janney Montgomery Scott
Advantus Capital Management
Jones Financial Companies, L.L
Ameriprise Financial
Citadel Advisors
M^T Bank Corporation
BlackRock
Commonwealth Equity Services

View all funds holding Ishares High Dividend Equity F