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Ishares High Dividend Equity F shares owned by Stonegate Investment Group

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

Historical chart of Stonegate Investment Group investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Stonegate Investment 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 Stonegate Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 2.0k 110.21
2023-12-31 $202k 2.0k 101.99
2023-03-31 $201k 2.0k 101.66
2022-12-31 $206k 2.0k 104.24

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
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Amazon (AMZN)
Johnson & Johnson (JNJ)
Phillips 66 (PSX)
Southern Company (SO)
Cisco Systems (CSCO)

View all positions for Stonegate Investment Group

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
LPL Financial
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Jpmorgan Chase & Co
Advantus Capital Management
Branch Banking & Trust Company
Commonwealth Equity Services
Envestnet Asset Management
M^T Bank Corporation
Janney Montgomery Scott
FMR
BlackRock
Federated Investors

View all funds holding Ishares High Dividend Equity F