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Ishares High Dividend Equity F shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Pinnacle Wealth Planning Services 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 Planning Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $859k 7.0k 122.45

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Microsoft Corporation (MSFT)
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Amazon (AMZN)
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View all positions for Pinnacle Wealth Planning Services

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