Castleview Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Castleview Partners’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	-1,060	Closed	-$23.8K	–	336
2024 Q4	$23.8K	Hold	1,060	–	–	0.01%	443
2024 Q3	$24.9K	Hold	1,060	–	–	0.01%	415
2024 Q2	$23K	Buy	+1,060	New	+$23.1K	0.01%	423
2023 Q4	–	Sell	-795	Closed	-$15.7K	–	881
2023 Q3	$15.7K	Hold	795	–	–	0.01%	385
2023 Q2	$16K	Hold	795	–	–	0.01%	383
2023 Q1	$16.2K	Buy	+795	New	+$16.3K	0.01%	365

Other funds holding HDV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Castleview Partners's HDV Position: Q1 2025 in Review

Castleview Partners sold out of iShares Core High Dividend ETF (HDV) in Q1 2025, closing a stake of 1,060 shares — an estimated $23.8K sold.

Castleview Partners first reported a position in HDV in Q1 2023 and held it in 6 quarters. The position peaked at $24.9K in Q3 2024. 774 funds tracked by Wall St. Rank hold HDV as of Q1 2025.

Castleview Partners reported no remaining iShares Core High Dividend ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 1,060 iShares Core High Dividend ETF shares in Q1 2025, an estimated $23.8K.
Castleview Partners first reported a position in iShares Core High Dividend ETF in Q1 2023 and held it in 6 quarters.
Castleview Partners's iShares Core High Dividend ETF position peaked at $24.9K in Q3 2024.
774 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.