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Ishares High Dividend Equity F shares owned by Oakmont Advisory Group

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

Historical chart of Oakmont Advisory Group investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Oakmont Advisory 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 Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $574k 21k 27.41
2026-03-31 $468k 3.4k 135.73
2025-12-31 $434k 3.6k 121.62

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Series Trust State Street Spd (JNK)

View all positions for Oakmont Advisory Group

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
LPL Financial
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Janney Montgomery Scott
Advantus Capital Management
Cetera Investment Advisers
Morgan Stanley
M^T Bank Corporation
Commonwealth Equity Services

View all funds holding Ishares High Dividend Equity F