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Ishares High Dividend Equity F shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management 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 Straight Path Wealth Management 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 Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 16k 110.21
2023-12-31 $1.7M 16k 101.99
2023-09-30 $1.6M 16k 98.89
2023-06-30 $1.6M 16k 100.79

More positions owned by Straight Path Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tesla Motors (TSLA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Dimensional Etf Trust Short Duration F (DFSD)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Straight Path Wealth Management

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services
Janney Montgomery Scott
Federated Investors
LBMC Investment Advisors
Raymond James Financial Services Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F