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Ishares High Dividend Equity F shares owned by Pines Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 1.8k 122.45
2025-06-30 $224k 1.9k 119.20
2024-12-31 $238k 2.1k 110.86

More positions owned by Pines Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Broadcom (AVGO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Pines Wealth Management

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