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Ishares High Dividend Equity F shares owned by Shum Financial Group

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

Historical chart of Shum Financial Group investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Shum Financial 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 Shum Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $369k 3.1k 119.35

More positions owned by Shum Financial Group

Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Intl Qualty (IQLT)
Home Depot (HD)

View all positions for Shum Financial Group

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
Morgan Stanley
Meiji Yasuda Life Insurance Company
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors

View all funds holding Ishares High Dividend Equity F