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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
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

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iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

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