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Ishares High Dividend Equity F shares owned by PMG Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $553k 4.6k 121.61
2025-09-30 $557k 4.6k 122.44
2025-06-30 $533k 4.6k 117.17
2025-03-31 $551k 4.6k 121.12
2024-12-31 $511k 4.6k 112.26

More positions owned by PMG Wealth Management

Invesco Exchange Traded S&p 500 Top 50 (XLG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Ft Vest Laddered (BUFR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exchange Traded S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr State Street Dou (TOTL)
Ishares Tr Core Msci Eafe (IEFA)
Global X Fds Us Infr Dev Etf (PAVE)
Ab Active Etfs Ultra Short Incm (YEAR)
Wisdomtree Tr Wisdomtree Us Va (WTV)
First Tr Exchange-traded SHS (FDL)
John Hancock Exchange Mltfctr Lrg Cap (JHML)

View all positions for PMG Wealth Management

Top funds holding Ishares High Dividend Equity F

LPL Financial
Auto-Owners Insurance
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Janney Montgomery Scott
Advantus Capital Management
Ameriprise Financial
Citadel Advisors
M^T Bank Corporation
BlackRock

View all funds holding Ishares High Dividend Equity F