Buckingham Strategic Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Buckingham Strategic 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
2023 Q4	–	Sell	-15,470	Closed	-$306K	–	730
2023 Q3	$306K	Buy	15,470 +2,360	+18%	+$48.3K	﹤0.01%	521
2023 Q2	$264K	Buy	+13,110	New	+$264K	﹤0.01%	557
2022 Q3	–	Sell	-9,985	Closed	-$201K	–	621
2022 Q2	$201K	Buy	+9,985	New	+$211K	﹤0.01%	559
2018 Q1	–	Sell	-13,065	Closed	-$236K	–	329
2017 Q4	$236K	Sell	13,065 -9,875	-43%	-$173K	0.05%	275
2017 Q3	$394K	Sell	22,940 -25,240	-52%	-$425K	0.09%	185
2017 Q2	$801K	Sell	48,180 -19,860	-29%	-$333K	0.19%	110
2017 Q1	$1.14M	Buy	+68,040	New	+$1.13M	0.33%	63

Other funds holding HDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Buckingham Strategic Wealth's HDV Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of iShares Core High Dividend ETF (HDV) in Q4 2023, closing a stake of 15,470 shares — an estimated $306K sold.

Buckingham Strategic Wealth first reported a position in HDV in Q1 2017 and held it in 7 quarters. The position peaked at $1.14M in Q1 2017. 721 funds tracked by Wall St. Rank hold HDV as of Q4 2023.

Buckingham Strategic Wealth reported no remaining iShares Core High Dividend ETF position as of Q4 2023 after selling out during the quarter.
Buckingham Strategic Wealth sold 15,470 iShares Core High Dividend ETF shares in Q4 2023, an estimated $306K.
Buckingham Strategic Wealth first reported a position in iShares Core High Dividend ETF in Q1 2017 and held it in 7 quarters.
Buckingham Strategic Wealth's iShares Core High Dividend ETF position peaked at $1.14M in Q1 2017.
721 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.