Beverly Hills Private Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Beverly Hills Private Wealth’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	-13,590	Closed	-$305K	–	345
2024 Q4	$305K	Buy	+13,590	New	+$319K	0.06%	254
2024 Q1	–	Sell	-105,770	Closed	-$2.16M	–	366
2023 Q4	$2.16M	Buy	+105,770	New	+$2.08M	0.56%	49
2023 Q1	–	Sell	-27,145	Closed	-$566K	–	285
2022 Q4	$566K	Buy	+27,145	New	+$555K	0.25%	100

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beverly Hills Private Wealth's HDV Position: Q1 2025 in Review

Beverly Hills Private Wealth sold out of iShares Core High Dividend ETF (HDV) in Q1 2025, closing a stake of 13,590 shares — an estimated $305K sold.

Beverly Hills Private Wealth first reported a position in HDV in Q4 2022 and held it in 3 quarters. The position peaked at $2.16M in Q4 2023. 777 funds tracked by Wall St. Rank hold HDV as of Q1 2025.

Beverly Hills Private Wealth reported no remaining iShares Core High Dividend ETF position as of Q1 2025 after selling out during the quarter.
Beverly Hills Private Wealth sold 13,590 iShares Core High Dividend ETF shares in Q1 2025, an estimated $305K.
Beverly Hills Private Wealth first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 3 quarters.
Beverly Hills Private Wealth's iShares Core High Dividend ETF position peaked at $2.16M in Q4 2023.
777 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2025, filed 30 Apr 2025.