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Ishares High Dividend Equity F shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Ishares High Dividend Equity F

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Monticello Wealth Management 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $706k 6.9k 101.99
2023-09-30 $1.1M 11k 98.89
2023-06-30 $1.1M 10k 100.79
2023-03-31 $397k 3.9k 101.66
2022-12-31 $408k 3.9k 104.23
2022-06-30 $1.0M 10k 100.51

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Mmentm (MTUM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Monticello Wealth Management

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services
Janney Montgomery Scott
Federated Investors
Raymond James Financial Services Advisors
LBMC Investment Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F