Chung Wu Investment Group’s iShares Core High Dividend ETF HDV Stock Holding History

Chung Wu Investment Group’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	-2,000	Closed	-$46.9K	–	266
2025 Q2	$46.9K	Buy	+2,000	New	+$46.1K	0.05%	131

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

Chung Wu Investment Group's HDV Position: Q3 2025 in Review

Chung Wu Investment Group sold out of iShares Core High Dividend ETF (HDV) in Q3 2025, closing a stake of 2,000 shares — an estimated $46.9K sold.

Chung Wu Investment Group first reported a position in HDV in Q2 2025 and held it in 1 quarter. The position peaked at $46.9K in Q2 2025. 784 funds tracked by Wall St. Rank hold HDV as of Q3 2025.

Chung Wu Investment Group reported no remaining iShares Core High Dividend ETF position as of Q3 2025 after selling out during the quarter.
Chung Wu Investment Group sold 2,000 iShares Core High Dividend ETF shares in Q3 2025, an estimated $46.9K.
Chung Wu Investment Group first reported a position in iShares Core High Dividend ETF in Q2 2025 and held it in 1 quarter.
Chung Wu Investment Group's iShares Core High Dividend ETF position peaked at $46.9K in Q2 2025.
784 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2025.

Based on Chung Wu Investment Group's 13F filing for Q3 2025, filed 4 Nov 2025.