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Ishares High Dividend Equity F shares owned by Vision Retirement

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Vision Retirement from 13F filings

Historical chart of Vision Retirement investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Vision Retirement 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 Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $90k 666 135.72
2025-12-31 $122k 1.0k 121.58

More positions owned by Vision Retirement

Invesco Qqq MF Closed and MF Open (QQQ)
Apple Common Stock (AAPL)
Amazon Common Stock (AMZN)
State Street MF Closed and MF Open (DIA)
Costco Wholesale Common Stock (COST)
Tesla Common Stock (TSLA)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco S&p MF Closed and MF Open (XLG)
Vanguard High MF Closed and MF Open (VYM)
Visa Common Stock (V)
Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
State Street MF Closed and MF Open (SPY)
Alphabet Common Stock (GOOG)
Mastercard Common Stock (MA)

View all positions for Vision Retirement

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