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Ishares High Dividend Equity F shares owned by Regatta Capital Group

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Regatta Capital Group from 13F filings

Historical chart of Regatta Capital Group investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Regatta Capital Group 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 Regatta Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.4M 28k 121.61
2025-09-30 $2.3M 19k 122.45
2025-06-30 $1.5M 13k 117.17

More positions owned by Regatta Capital Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Alphabet Cap Stk Cl A (GOOGL)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Esg Us Stk Etf (ESGV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Amazon (AMZN)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)

View all positions for Regatta Capital Group

Top funds holding Ishares High Dividend Equity F

LPL Financial
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
Commonwealth Equity Services

View all funds holding Ishares High Dividend Equity F