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Ishares High Dividend Equity F shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Plan A Wealth 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 Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 1.8k 122.45
2025-06-30 $212k 1.8k 117.17

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Apple (AAPL)
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Texas Pacific Land Corp (TPL)

View all positions for Plan A Wealth

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