Choate Investment Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Choate Investment Advisors’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 Q3	–	Sell	-2,500	Closed	-$58.6K	–	447
2025 Q2	$58.6K	Buy	+2,500	New	+$57.6K	﹤0.01%	438
2022 Q3	–	Sell	-130	Closed	-$3K	–	305
2022 Q2	$3K	Hold	130	–	–	﹤0.01%	310
2022 Q1	$3K	Hold	130	–	–	﹤0.01%	351
2021 Q4	$3K	Buy	+130	New	+$2.55K	﹤0.01%	335
2021 Q3	–	Sell	-960	Closed	-$19K	–	319
2021 Q2	$19K	Buy	+960	New	+$18.7K	﹤0.01%	313
2021 Q1	–	Sell	-4,100	Closed	-$72K	–	306
2020 Q4	$72K	Hold	4,100	–	–	﹤0.01%	257
2020 Q3	$66K	Buy	+4,100	New	+$68.2K	﹤0.01%	255

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

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

Choate Investment Advisors's HDV Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2025, closing a stake of 2,500 shares — an estimated $58.6K sold.

Choate Investment Advisors first reported a position in HDV in Q3 2020 and held it in 7 quarters. The position peaked at $72K in Q4 2020. 784 funds tracked by Wall St. Rank hold HDV as of Q3 2025.

Choate Investment Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 2,500 iShares Core High Dividend ETF shares in Q3 2025, an estimated $58.6K.
Choate Investment Advisors first reported a position in iShares Core High Dividend ETF in Q3 2020 and held it in 7 quarters.
Choate Investment Advisors's iShares Core High Dividend ETF position peaked at $72K in Q4 2020.
784 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.