ACA
HDV

American Capital Advisory’s iShares Core High Dividend ETF HDV Stock Holding History

American Capital Advisory’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
Q2 		– Sell
-200
Closed -$4.07K – 468
2024
Q1 		$4.07K Buy
+200
New +$4.21K ﹤0.01% 320

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
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
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
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

American Capital Advisory's HDV Position: Q2 2024 in Review

American Capital Advisory sold out of iShares Core High Dividend ETF (HDV) in Q2 2024, closing a stake of 200 shares — an estimated $4.07K sold.

American Capital Advisory first reported a position in HDV in Q1 2024 and held it in 1 quarter. The position peaked at $4.07K in Q1 2024. 702 funds tracked by Wall St. Rank hold HDV as of Q2 2024.

  • American Capital Advisory reported no remaining iShares Core High Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • American Capital Advisory sold 200 iShares Core High Dividend ETF shares in Q2 2024, an estimated $4.07K.
  • American Capital Advisory first reported a position in iShares Core High Dividend ETF in Q1 2024 and held it in 1 quarter.
  • American Capital Advisory's iShares Core High Dividend ETF position peaked at $4.07K in Q1 2024.
  • 702 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2024.

Based on American Capital Advisory's 13F filing for Q2 2024, filed 29 Jul 2024.