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Ishares High Dividend Equity F shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies Wealth 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 Strategies Wealth 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 Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $214k 1.8k 117.62
2024-06-30 $219k 2.0k 108.72
2024-03-31 $222k 2.0k 110.20
2023-12-31 $205k 2.0k 102.01
2023-09-30 $201k 2.0k 98.90
2023-06-30 $204k 2.0k 100.80

More positions owned by Strategies Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

Top funds holding Ishares High Dividend Equity F

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

View all funds holding Ishares High Dividend Equity F