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Ishares High Dividend Equity F shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Roehl & Yi Investment Advisors 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $576k 393k 1.47

More positions owned by Roehl & Yi Investment Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Gold Tr Ishares New (IAU)
Flexshares Tr Mornstar Upstr (GUNR)
Western Digital (WDC)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Capital Group International SHS (CGIE)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
LPL Financial
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Janney Montgomery Scott
Advantus Capital Management
Cetera Investment Advisers
Morgan Stanley
M^T Bank Corporation
Commonwealth Equity Services

View all funds holding Ishares High Dividend Equity F