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Ishares High Dividend Equity F shares owned by Pacific Wealth Management

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

Historical chart of Pacific 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 Pacific 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 Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.8M 39k 98.89
2023-06-30 $3.8M 38k 100.79
2023-03-31 $3.9M 38k 101.66
2022-12-31 $3.8M 36k 104.24

More positions owned by Pacific Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr Communication (XLC)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
General Dynamics Corporation (GD)

View all positions for Pacific 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
LBMC Investment Advisors
Raymond James Financial Services Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F