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Ishares High Dividend Equity F shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 11k 108.70
2024-03-31 $1.2M 11k 110.21
2023-09-30 $1.1M 11k 98.89
2023-06-30 $1.1M 11k 100.79
2023-03-31 $1.1M 11k 101.66
2022-12-31 $1.1M 11k 104.24
2022-09-30 $981k 11k 91.29
2022-06-30 $1.1M 11k 100.41
2022-03-31 $1.1M 11k 106.84
2021-12-31 $1.1M 11k 101.03
2021-09-30 $977k 10k 94.30
2021-06-30 $992k 10k 96.52
2021-03-31 $409k 5.7k 71.47
2020-12-31 $884k 10k 87.64
2020-09-30 $803k 10k 80.44
2020-06-30 $801k 9.9k 81.11
2020-03-31 $409k 5.7k 71.47

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
Morgan Stanley
Meiji Yasuda Life Insurance Company
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors

View all funds holding Ishares High Dividend Equity F