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Ishares High Dividend Equity F shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $453k 3.7k 122.45
2025-06-30 $282k 2.4k 117.17
2023-03-31 $364k 3.6k 101.66
2022-12-31 $334k 3.2k 104.24
2022-09-30 $566k 6.2k 91.29
2022-06-30 $623k 6.2k 100.48
2022-03-31 $663k 6.2k 106.94

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial Partners

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