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Ishares High Dividend Equity F shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 15k 135.72
2024-06-30 $2.4k 22 108.68

More positions owned by Triad Wealth Partners

Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Us Treas Bd Etf (GOVT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Triad Wealth Partners

Top funds holding Ishares High Dividend Equity F

LPL Financial
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Janney Montgomery Scott
Jones Financial Companies, L.L
Ameriprise Financial
Advantus Capital Management
M^T Bank Corporation
BlackRock
Commonwealth Equity Services
Bnp Paribas Arbitrage, Snc
Branch Banking & Trust Company
Cetera Investment Advisers

View all funds holding Ishares High Dividend Equity F