Oxford Financial »

Ishares High Dividend Equity F shares owned by Oxford Financial

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

Historical chart of Oxford Financial 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 Oxford Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares High Dividend Equity F by Oxford Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $102k 835 122.45
2025-06-30 $98k 835 117.17
2025-03-31 $186k 1.5k 121.12
2024-12-31 $172k 1.5k 112.26

More positions owned by Oxford Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Listed Fds Tr Horizon Kinetics (INFL)
Intuitive Surgical Com New (ISRG)
Eli Lilly & Co. (LLY)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Etf Ser Solutions Distillate Us (DSTL)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Fundamental Us L (FNDX)
McDonald's Corporation (MCD)

View all positions for Oxford Financial

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