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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
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)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Capital Group Dividend Growe Shs Etf (CGDG)
Johnson & Johnson (JNJ)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group International SHS (CGIE)
TriCo Bancshares (TCBK)

View all positions for Sweeney & Michel

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