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

Avior 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
2025 Q1	–	Sell	-235	Closed	-$5.28K	–	1424
2024 Q4	$5.28K	Hold	235	–	–	﹤0.01%	1837
2024 Q3	$5.53K	Buy	+235	New	+$5.38K	﹤0.01%	1740
2023 Q4	–	Hold	0	–	–	–	1505
2023 Q3	–	Sell	-245	Closed	-$4.94K	–	1627
2023 Q2	$4.94K	Hold	245	–	–	﹤0.01%	1171
2023 Q1	$4.98K	Buy	+245	New	+$5.03K	﹤0.01%	1203
2022 Q4	–	Sell	-915	Closed	-$16K	–	1304
2022 Q3	$16K	Buy	915 +715	+358%	+$14.4K	﹤0.01%	773
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	879
2022 Q1	$4K	Buy	200 +5	+3%	+$104	﹤0.01%	923
2021 Q4	$4K	Hold	195	–	–	﹤0.01%	917
2021 Q3	$3K	Buy	+195	New	+$3.77K	﹤0.01%	899
2019 Q4	–	Sell	-12,080	Closed	-$227K	–	823
2019 Q3	$227K	Hold	12,080	–	–	0.04%	347
2019 Q2	$228K	Buy	12,080 +40	+0.3%	+$750	0.04%	342
2019 Q1	$224K	Buy	12,040 +45	+0.4%	+$808	0.05%	326
2018 Q4	$202K	Buy	+11,995	New	+$213K	0.05%	313

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

SAM

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

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

Avior Wealth Management's HDV Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q1 2025, closing a stake of 235 shares — an estimated $5.28K sold.

Avior Wealth Management first reported a position in HDV in Q4 2018 and held it in 13 quarters. The position peaked at $228K in Q2 2019. 774 funds tracked by Wall St. Rank hold HDV as of Q1 2025.

Avior Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 235 iShares Core High Dividend ETF shares in Q1 2025, an estimated $5.28K.
Avior Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 13 quarters.
Avior Wealth Management's iShares Core High Dividend ETF position peaked at $228K in Q2 2019.
774 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.