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Ishares High Dividend Equity F shares owned by Wsfs Capital Management

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

Historical chart of Wsfs Capital 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 Wsfs Capital 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 Wsfs Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $226k 2.2k 101.99
2023-09-30 $219k 2.2k 98.89
2023-06-30 $224k 2.2k 100.79
2023-03-31 $215k 2.1k 101.66
2022-12-31 $219k 2.1k 104.24

More positions owned by Wsfs Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vertex Cl A (VERX)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Merck & Co (MRK)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Wsfs Capital 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