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Ishares High Dividend Equity F shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Turtle Creek Wealth Advisors 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 Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $215k 1.6k 135.72

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Caterpillar (CAT)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Lam Research Corp Com New (LRCX)
Plains Gp Hldgs Ltd Partnr Int A (PAGP)
Kla Corp Com New (KLAC)

View all positions for Turtle Creek Wealth Advisors

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Morgan Stanley
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Ameriprise Financial
Janney Montgomery Scott
Jones Financial Companies, L.L
Citadel Advisors
Advantus Capital Management
BlackRock

View all funds holding Ishares High Dividend Equity F