AIM
HDV

Axiom Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History

Axiom Investment 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
2022
Q1 		– Sell
-15,905
Closed -$319K – 120
2021
Q4 		$319K Buy
15,905
+20
+0.1% +$392 0.31% 84
2021
Q3 		$300K Buy
15,885
+10
+0.1% +$194 0.3% 83
2021
Q2 		$306K Buy
15,875
+10
+0.1% +$194 0.24% 101
2021
Q1 		$299K Buy
15,865
+12,345
+351% +$225K 0.24% 101
2020
Q4 		$301 Sell
3,520
-13,565
-79% -$230K 0.27% 89
2020
Q3 		$273K Buy
17,085
+15
+0.1% +$250 0.31% 83
2020
Q2 		$278K Buy
17,070
+15
+0.1% +$242 0.37% 74
2020
Q1 		$245K Buy
17,055
+20
+0.1% +$353 0.43% 65
2019
Q4 		$335K Buy
17,035
+10
+0.1% +$191 0.48% 66
2019
Q3 		$321K Buy
17,025
+15
+0.1% +$282 0.25% 107
2019
Q2 		$321K Buy
17,010
+10
+0.1% +$188 0.06% 278
2019
Q1 		$318K Sell
17,000
-2,240
-12% -$40.2K 0.06% 280
2018
Q4 		$325K Buy
+19,240
New +$342K 0.07% 252

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Axiom Investment Management's HDV Position: Q1 2022 in Review

Axiom Investment Management sold out of iShares Core High Dividend ETF (HDV) in Q1 2022, closing a stake of 15,905 shares — an estimated $319K sold.

Axiom Investment Management first reported a position in HDV in Q4 2018 and held it in 13 quarters. The position peaked at $335K in Q4 2019. 611 funds tracked by Wall St. Rank hold HDV as of Q1 2022.

  • Axiom Investment Management reported no remaining iShares Core High Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Axiom Investment Management sold 15,905 iShares Core High Dividend ETF shares in Q1 2022, an estimated $319K.
  • Axiom Investment Management first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 13 quarters.
  • Axiom Investment Management's iShares Core High Dividend ETF position peaked at $335K in Q4 2019.
  • 611 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2022.

Based on Axiom Investment Management's 13F filing for Q1 2022, filed 13 May 2022.