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

Aspire 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	-200	Closed	-$4.08K	–	192
2023 Q4	$4.08K	Hold	200	–	–	﹤0.01%	168
2023 Q3	$3.96K	Hold	200	–	–	﹤0.01%	166
2023 Q2	$4.03K	Hold	200	–	–	﹤0.01%	173
2023 Q1	$4.07K	Sell	200 -5,625	-97%	-$115K	﹤0.01%	171
2022 Q4	$121K	Sell	5,825 -150	-3%	-$3.07K	0.11%	100
2022 Q3	$109K	Buy	+5,975	New	+$121K	0.1%	96

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

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

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

Aspire Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q1 2024, closing a stake of 200 shares — an estimated $4.08K sold.

Aspire Wealth Management first reported a position in HDV in Q3 2022 and held it in 6 quarters. The position peaked at $121K in Q4 2022. 713 funds tracked by Wall St. Rank hold HDV as of Q1 2024.

Aspire Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q1 2024 after selling out during the quarter.
Aspire Wealth Management sold 200 iShares Core High Dividend ETF shares in Q1 2024, an estimated $4.08K.
Aspire Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2022 and held it in 6 quarters.
Aspire Wealth Management's iShares Core High Dividend ETF position peaked at $121K in Q4 2022.
713 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2024.

Based on Aspire Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.