CSC
HDV

Caldwell Sutter Capital’s iShares Core High Dividend ETF HDV Stock Holding History

Caldwell Sutter Capital’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
-1,780
Closed -$40K – 897
2024
Q4 		$40K Hold
1,780
– – 0.02% 388
2024
Q3 		$41.9K Hold
1,780
– – 0.02% 392
2024
Q2 		$38.7K Hold
1,780
– – 0.02% 391
2024
Q1 		$39.2K Hold
1,780
– – 0.02% 378
2023
Q4 		$36.3K Hold
1,780
– – 0.02% 376
2023
Q3 		$35.2K Hold
1,780
– – 0.02% 369
2023
Q2 		$35.9K Buy
+1,780
New +$35.8K 0.02% 364

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Caldwell Sutter Capital's HDV Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of iShares Core High Dividend ETF (HDV) in Q1 2025, closing a stake of 1,780 shares — an estimated $40K sold.

Caldwell Sutter Capital first reported a position in HDV in Q2 2023 and held it in 7 quarters. The position peaked at $41.9K in Q3 2024. 774 funds tracked by Wall St. Rank hold HDV as of Q1 2025.

  • Caldwell Sutter Capital reported no remaining iShares Core High Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 1,780 iShares Core High Dividend ETF shares in Q1 2025, an estimated $40K.
  • Caldwell Sutter Capital first reported a position in iShares Core High Dividend ETF in Q2 2023 and held it in 7 quarters.
  • Caldwell Sutter Capital's iShares Core High Dividend ETF position peaked at $41.9K in Q3 2024.
  • 774 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.