Clarity Financial’s iShares Core High Dividend ETF HDV Stock Holding History

Clarity Financial’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	-11,290	Closed	-$254K	–	116
2024 Q4	$254K	Buy	+11,290	New	+$265K	0.03%	103
2022 Q3	–	Sell	-77,765	Closed	-$1.56M	–	91
2022 Q2	$1.56M	Buy	+77,765	New	+$1.64M	0.34%	45

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

Clarity Financial's HDV Position: Q1 2025 in Review

Clarity Financial sold out of iShares Core High Dividend ETF (HDV) in Q1 2025, closing a stake of 11,290 shares — an estimated $254K sold.

Clarity Financial first reported a position in HDV in Q2 2022 and held it in 2 quarters. The position peaked at $1.56M in Q2 2022. 774 funds tracked by Wall St. Rank hold HDV as of Q1 2025.

Clarity Financial reported no remaining iShares Core High Dividend ETF position as of Q1 2025 after selling out during the quarter.
Clarity Financial sold 11,290 iShares Core High Dividend ETF shares in Q1 2025, an estimated $254K.
Clarity Financial first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 2 quarters.
Clarity Financial's iShares Core High Dividend ETF position peaked at $1.56M in Q2 2022.
774 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2025.

Based on Clarity Financial's 13F filing for Q1 2025, filed 14 May 2025.