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Ishares High Dividend Equity F shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 2.5k 122.45
2025-06-30 $292k 2.5k 117.17
2025-03-31 $308k 2.5k 121.12
2024-12-31 $496k 4.4k 112.26
2024-09-30 $299k 2.5k 117.62
2024-06-30 $273k 2.5k 108.70
2024-03-31 $277k 2.5k 110.21
2023-12-31 $257k 2.5k 101.99
2023-09-30 $634k 6.4k 98.89
2023-06-30 $647k 6.4k 100.79
2023-03-31 $652k 6.4k 101.66
2022-12-31 $1.1M 11k 104.24
2022-09-30 $247k 2.7k 91.31
2022-06-30 $272k 2.7k 100.55
2022-03-31 $289k 2.7k 106.84
2021-12-31 $309k 3.1k 101.15
2021-09-30 $288k 3.1k 94.27
2021-06-30 $295k 3.1k 96.56
2021-03-31 $290k 3.1k 94.93
2020-12-31 $211k 2.4k 87.73
2020-06-30 $698k 8.6k 81.12
2019-12-31 $481k 4.9k 98.06
2019-09-30 $462k 4.9k 94.19
2019-06-30 $466k 4.9k 94.43
2019-03-31 $442k 4.7k 93.35
2018-12-31 $400k 4.7k 84.48
2018-09-30 $304k 3.4k 90.48
2018-06-30 $258k 3.0k 85.01
2018-03-31 $256k 3.0k 84.35
2017-12-31 $287k 3.2k 90.25
2017-09-30 $366k 4.3k 86.02
2017-06-30 $327k 3.9k 83.21
2017-03-31 $309k 3.7k 83.97
2016-12-31 $233k 2.8k 82.33
2016-09-30 $209k 2.6k 81.17

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
Vanguard US Total Stock Market Etf (VTI)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
Invesco QQQ Trust Series I Etf (QQQ)
SPDR S&P 500 ETF Tr Etf (SPY)
Vanguard FTSE All World Ex US Etf (VEU)
iShares Core S&P 500 Index Fun Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard FTSE Developed Market Etf (VEA)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
iShares Tr S&P Midcap 400 Etf (IJH)

View all positions for Pinnacle Wealth Management Advisory

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