1IA
HDV

1834 Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

1834 Investment Advisors’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,605
Closed -$273K – 216
2024
Q3 		$273K Sell
11,605
-310
-3% -$7.1K 0.03% 201
2024
Q2 		$259K Buy
11,915
+725
+6% +$15.8K 0.03% 201
2024
Q1 		$247K Sell
11,190
-650
-5% -$13.7K 0.03% 202
2023
Q4 		$242K Buy
11,840
+135
+1% +$2.66K 0.03% 213
2023
Q3 		$232K Buy
+11,705
New +$240K 0.03% 219
2022
Q3 		– Sell
-140
Closed -$3K – 307
2022
Q2 		$3K Hold
140
– – ﹤0.01% 423
2022
Q1 		$3K Sell
140
-1,540
-92% -$32K ﹤0.01% 406
2021
Q4 		$34K Sell
1,680
-250
-13% -$4.9K ﹤0.01% 287
2021
Q3 		$36K Sell
1,930
-760
-28% -$14.7K ﹤0.01% 290
2021
Q2 		$52K Sell
2,690
-29,270
-92% -$569K 0.01% 271
2021
Q1 		$607K Hold
31,960
– – 0.08% 117
2020
Q4 		$560K Hold
31,960
– – 0.07% 120
2020
Q3 		$514K Hold
31,960
– – 0.08% 120
2020
Q2 		$519K Hold
31,960
– – 0.08% 114
2020
Q1 		$457K Sell
31,960
-225
-0.7% -$3.98K 0.09% 119
2019
Q4 		$631K Hold
32,185
– – 0.1% 109
2019
Q3 		$607K Hold
32,185
– – 0.09% 115
2019
Q2 		$609K Hold
32,185
– – 0.09% 108
2019
Q1 		$600K Hold
32,185
– – 0.09% 111
2018
Q4 		$543K Sell
32,185
-920
-3% -$16.4K 0.09% 113
2018
Q3 		$600K Hold
33,105
– – 0.09% 118
2018
Q2 		$562K Hold
33,105
– – 0.09% 115
2018
Q1 		$560K Buy
33,105
+15,295
+86% +$270K 0.1% 117
2017
Q4 		$321K Buy
+17,810
New +$312K 0.05% 148

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

1834 Investment Advisors's HDV Position: Q4 2024 in Review

1834 Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q4 2024, closing a stake of 11,605 shares — an estimated $273K sold.

1834 Investment Advisors first reported a position in HDV in Q4 2017 and held it in 24 quarters. The position peaked at $631K in Q4 2019. 772 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

  • 1834 Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • 1834 Investment Advisors sold 11,605 iShares Core High Dividend ETF shares in Q4 2024, an estimated $273K.
  • 1834 Investment Advisors first reported a position in iShares Core High Dividend ETF in Q4 2017 and held it in 24 quarters.
  • 1834 Investment Advisors's iShares Core High Dividend ETF position peaked at $631K in Q4 2019.
  • 772 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on 1834 Investment Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.