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Ishares High Dividend Equity F shares owned by Roxbury Financial

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $44k 356 122.29
2025-06-30 $42k 354 117.25
2025-03-31 $43k 352 120.67
2024-12-31 $43k 350 121.35

More positions owned by Roxbury Financial

Microsoft Corp Stock (MSFT)
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Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

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