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Ishares High Dividend Equity F shares owned by Sweeney & Michel

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Sweeney & Michel from 13F filings

Historical chart of Sweeney & Michel investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 133k 119.36
2024-06-30 $15M 137k 107.62
2024-03-31 $15M 137k 110.69
2023-09-30 $13M 133k 96.24
2023-06-30 $14M 137k 102.88
2023-03-31 $13M 134k 99.24

More positions owned by Sweeney & Michel

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
TriCo Bancshares (TCBK)
Johnson & Johnson (JNJ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Core Msci Emkt (IEMG)
Capital Group International SHS (CGIE)

View all positions for Sweeney & Michel

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