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Ishares High Dividend Equity F shares owned by Trinity Wealth Management

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

Historical chart of Trinity Wealth Management 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 Trinity Wealth 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 Trinity Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $5.8M 57k 100.79
2023-03-31 $5.6M 55k 101.66
2022-12-31 $5.5M 52k 104.24
2022-09-30 $4.7M 51k 91.29
2022-06-30 $4.9M 49k 100.42

More positions owned by Trinity Wealth Management

Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Sze Ft (SIZE)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Intl Aggr (IAGG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange Traded Energy Alphadx (FXN)
Global X Fds Us Infr Dev Etf (PAVE)

View all positions for Trinity Wealth Management

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