B. Riley Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

B. Riley 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
2022 Q2	–	Sell	-19,045	Closed	-$407K	–	777
2022 Q1	$407K	Buy	19,045 +4,240	+29%	+$88K	0.03%	371
2021 Q4	$299K	Buy	14,805 +1,565	+12%	+$30.7K	0.02%	480
2021 Q3	$250K	Buy	13,240 +530	+4%	+$10.3K	0.02%	498
2021 Q2	$245K	Buy	12,710 +115	+0.9%	+$2.23K	0.03%	344
2021 Q1	$239K	Buy	12,595 +625	+5%	+$11.4K	0.03%	330
2020 Q4	$210K	Buy	+11,970	New	+$203K	0.03%	327
2020 Q1	–	Sell	-11,215	Closed	-$220K	–	536
2019 Q4	$220K	Buy	+11,215	New	+$214K	0.03%	349

Other funds holding HDV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Wealth Management's HDV Position: Q2 2022 in Review

B. Riley Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2022, closing a stake of 19,045 shares — an estimated $407K sold.

B. Riley Wealth Management first reported a position in HDV in Q4 2019 and held it in 7 quarters. The position peaked at $407K in Q1 2022. 731 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

B. Riley Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Management sold 19,045 iShares Core High Dividend ETF shares in Q2 2022, an estimated $407K.
B. Riley Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 7 quarters.
B. Riley Wealth Management's iShares Core High Dividend ETF position peaked at $407K in Q1 2022.
731 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.