4J Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

4J Wealth Management’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 Q1	–	Sell	-89,365	Closed	-$1.82M	–	88
2023 Q4	$1.82M	Buy	89,365 +1,040	+1%	+$20.5K	1.66%	16
2023 Q3	$1.75M	Buy	88,325 +3,115	+4%	+$63.7K	1.74%	13
2023 Q2	$1.72M	Sell	85,210 -215	-0.3%	-$4.33K	1.67%	17
2023 Q1	$1.74M	Buy	85,425 +5,930	+7%	+$122K	1.86%	14
2022 Q4	$1.66M	Buy	79,495 +1,405	+2%	+$28.7K	1.92%	13
2022 Q3	$1.43M	Buy	78,090 +1,375	+2%	+$27.8K	1.83%	14
2022 Q2	$1.54M	Buy	+76,715	New	+$1.62M	1.94%	14

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

4J Wealth Management's HDV Position: Q1 2024 in Review

4J Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q1 2024, closing a stake of 89,365 shares — an estimated $1.82M sold.

4J Wealth Management first reported a position in HDV in Q2 2022 and held it in 7 quarters. The position peaked at $1.82M in Q4 2023. 716 funds tracked by Wall St. Rank hold HDV as of Q1 2024.

4J Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q1 2024 after selling out during the quarter.
4J Wealth Management sold 89,365 iShares Core High Dividend ETF shares in Q1 2024, an estimated $1.82M.
4J Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 7 quarters.
4J Wealth Management's iShares Core High Dividend ETF position peaked at $1.82M in Q4 2023.
716 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2024.

Based on 4J Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.