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Ishares High Dividend Equity F shares owned by Sterling Investment Advisors

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

Historical chart of Sterling Investment Advisors investment in Ishares High Dividend Equity F

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Sterling 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 Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $290k 2.4k 122.45
2025-06-30 $373k 6.5k 57.09
2025-03-31 $286k 2.4k 121.12
2024-12-31 $266k 2.4k 112.26
2024-09-30 $278k 2.4k 117.62
2024-06-30 $257k 2.4k 108.70
2024-03-31 $261k 2.4k 110.21
2023-12-31 $241k 2.4k 101.99
2023-09-30 $234k 2.4k 98.89
2023-06-30 $238k 2.4k 100.79
2023-03-31 $240k 2.4k 101.66
2022-12-31 $247k 2.4k 104.24
2022-09-30 $216k 2.4k 91.33
2022-06-30 $238k 2.4k 100.63
2022-03-31 $253k 2.4k 106.98
2021-12-31 $239k 2.4k 101.06
2021-09-30 $223k 2.4k 94.29
2021-06-30 $228k 2.4k 96.41
2021-03-31 $224k 2.4k 94.71
2020-12-31 $207k 2.4k 87.53
2019-12-31 $232k 2.4k 98.10
2019-09-30 $223k 2.4k 94.29
2019-06-30 $223k 2.4k 94.29
2019-03-31 $221k 2.4k 93.45
2018-12-31 $200k 2.4k 84.57
2018-09-30 $214k 2.4k 90.49
2018-06-30 $201k 2.4k 84.99
2018-03-31 $200k 2.4k 84.57
2017-12-31 $213k 2.4k 90.06
2017-09-30 $203k 2.4k 85.84

More positions owned by Sterling Investment Advisors

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Ishares Jp Morgan Em Etf (LEMB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Ethereum Tr SHS (ETHA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Tips Bd Etf (TIP)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sterling Investment Advisors

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