AWM
HDV

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

Aprio 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
-33,430
Closed -$682K – 250
2023
Q4 		$682K Buy
33,430
+3,715
+13% +$73.2K 0.15% 80
2023
Q3 		$588K Buy
29,715
+18,880
+174% +$386K 0.16% 73
2023
Q2 		$218K Buy
+10,835
New +$218K 0.06% 136

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

Aprio Wealth Management's HDV Position: Q1 2024 in Review

Aprio Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q1 2024, closing a stake of 33,430 shares — an estimated $682K sold.

Aprio Wealth Management first reported a position in HDV in Q2 2023 and held it in 3 quarters. The position peaked at $682K in Q4 2023. 713 funds tracked by Wall St. Rank hold HDV as of Q1 2024.

  • Aprio Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Aprio Wealth Management sold 33,430 iShares Core High Dividend ETF shares in Q1 2024, an estimated $682K.
  • Aprio Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2023 and held it in 3 quarters.
  • Aprio Wealth Management's iShares Core High Dividend ETF position peaked at $682K in Q4 2023.
  • 713 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2024.

Based on Aprio Wealth Management's 13F filing for Q1 2024, filed 10 Apr 2024.