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

Angeles 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
2025 Q2	–	Sell	-820,000	Closed	-$19.9M	–	33
2025 Q1	$19.9M	Buy	+820,000	New	+$19.2M	1.07%	14
2023 Q2	–	Sell	-52,750	Closed	-$1.07M	–	170
2023 Q1	$1.07M	Sell	52,750 -2,409,300	-98%	-$49.5M	0.09%	30
2022 Q4	$51.3M	Sell	2,462,050 -3,153,300	-56%	-$64.5M	4.39%	6
2022 Q3	$103M	Sell	5,615,350 -5,199,250	-48%	-$105M	10.66%	3
2022 Q2	$217M	Buy	+10,814,600	New	+$228M	19.86%	3

Other funds holding HDV

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Angeles Investment Advisors's HDV Position: Q2 2025 in Review

Angeles Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2025, closing a stake of 820,000 shares — an estimated $19.9M sold.

Angeles Investment Advisors first reported a position in HDV in Q2 2022 and held it in 5 quarters. The position peaked at $217M in Q2 2022. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

Angeles Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2025 after selling out during the quarter.
Angeles Investment Advisors sold 820,000 iShares Core High Dividend ETF shares in Q2 2025, an estimated $19.9M.
Angeles Investment Advisors first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 5 quarters.
Angeles Investment Advisors's iShares Core High Dividend ETF position peaked at $217M in Q2 2022.
756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Angeles Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.