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Ishares High Dividend Equity F shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Synergy Investment 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $406k 3.0k 135.73
2025-03-31 $72k 591 121.10
2024-12-31 $52k 466 112.23

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Ishares High Dividend Equity F

Janney Montgomery Scott
Bank of America Corporation
Morgan Stanley
M^T Bank Corporation
LPL Financial
Commonwealth Equity Services
Branch Banking & Trust Company
Mml Investors Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Regimen Wealth
Envestnet Asset Management
Kestra Advisory Services
Jones Financial Companies, L.L

View all funds holding Ishares High Dividend Equity F