Andrew C. Karlinski’s iShares Core High Dividend ETF HDV Stock Holding History

Andrew C. Karlinski’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
2022 Q4	–	Sell	-14,955	Closed	-$273K	–	99
2022 Q3	$273K	Sell	14,955 -2,860	-16%	-$57.8K	0.41%	44
2022 Q2	$358K	Hold	17,815	–	–	0.53%	41
2022 Q1	$381K	Hold	17,815	–	–	0.69%	36
2021 Q4	$360K	Buy	+17,815	New	+$349K	0.66%	36

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Andrew C. Karlinski's HDV Position: Q4 2022 in Review

Andrew C. Karlinski sold out of iShares Core High Dividend ETF (HDV) in Q4 2022, closing a stake of 14,955 shares — an estimated $273K sold.

Andrew C. Karlinski first reported a position in HDV in Q4 2021 and held it in 4 quarters. The position peaked at $381K in Q1 2022. 748 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

Andrew C. Karlinski reported no remaining iShares Core High Dividend ETF position as of Q4 2022 after selling out during the quarter.
Andrew C. Karlinski sold 14,955 iShares Core High Dividend ETF shares in Q4 2022, an estimated $273K.
Andrew C. Karlinski first reported a position in iShares Core High Dividend ETF in Q4 2021 and held it in 4 quarters.
Andrew C. Karlinski's iShares Core High Dividend ETF position peaked at $381K in Q1 2022.
748 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.