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Ishares High Dividend Equity F shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $159k 1.5k 108.70
2024-03-31 $127k 1.2k 110.21
2023-09-30 $4.9k 50 98.90
2023-06-30 $5.0k 50 100.80
2023-03-31 $5.3k 52 101.65

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View all positions for WR Wealth Planners

Top funds holding Ishares High Dividend Equity F

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

View all funds holding Ishares High Dividend Equity F