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Ishares High Dividend Equity F shares owned by XML Financial

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

Historical chart of XML Financial investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by XML Financial 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 XML Financial

Quarter filed Position value Share count Share price at filing
2023-06-30 $6.2M 62k 100.79
2023-03-31 $7.1M 70k 101.66
2022-12-31 $6.4M 62k 104.24
2022-09-30 $4.6M 50k 91.30

More positions owned by XML Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
PIMCO Corporate Opportunity Fund (PTY)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Core S&p Scp Etf (IJR)
Johnson & Johnson (JNJ)

View all positions for XML Financial

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
Raymond James Financial Services Advisors
LBMC Investment Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F