C
HDV

CFO4Life’s iShares Core High Dividend ETF HDV Stock Holding History

CFO4Life’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
Q4 		$492K Buy
+23,580
New +$482K 0.1% 104

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CFO4Life's HDV Position: Q4 2022 in Review

CFO4Life opened a new position in iShares Core High Dividend ETF (HDV) in Q4 2022: 23,580 shares worth $492K. The stake represents 0.1% of the portfolio and ranks #104 among its holdings.

749 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

  • CFO4Life held 23,580 shares of iShares Core High Dividend ETF worth $492K as of Q4 2022.
  • iShares Core High Dividend ETF was a new CFO4Life position in Q4 2022.
  • iShares Core High Dividend ETF made up 0.1% of CFO4Life's portfolio in Q4 2022, its #104 holding.
  • 749 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.