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Ishares High Dividend Equity F shares owned by OakTrust Wealth Advisors

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

Historical chart of OakTrust Wealth Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by OakTrust Wealth Advisors 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 OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $399k 3.3k 121.61

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

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