AFO
HDV

Allie Family Office’s iShares Core High Dividend ETF HDV Stock Holding History

Allie Family Office’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
2025
Q2 		– Sell
-15,250
Closed -$393K – 103
2025
Q1 		$393K Hold
15,250
– – 0.21% 62
2024
Q4 		$389K Hold
15,250
– – 0.22% 57
2024
Q3 		$391K Buy
+15,250
New +$349K 0.21% 57

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Allie Family Office's HDV Position: Q2 2025 in Review

Allie Family Office sold out of iShares Core High Dividend ETF (HDV) in Q2 2025, closing a stake of 15,250 shares — an estimated $393K sold.

Allie Family Office first reported a position in HDV in Q3 2024 and held it in 3 quarters. The position peaked at $393K in Q1 2025. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

  • Allie Family Office reported no remaining iShares Core High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Allie Family Office sold 15,250 iShares Core High Dividend ETF shares in Q2 2025, an estimated $393K.
  • Allie Family Office first reported a position in iShares Core High Dividend ETF in Q3 2024 and held it in 3 quarters.
  • Allie Family Office's iShares Core High Dividend ETF position peaked at $393K in Q1 2025.
  • 756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Allie Family Office's 13F filing for Q2 2025, filed 13 Aug 2025.