Clear Creek Financial Management’s iShares Core High Dividend ETF HDV Stock Holding History

Clear Creek Financial Management’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
2023 Q4	–	Sell	-46,800	Closed	-$935K	–	353
2023 Q3	$935K	Sell	46,800 -38,740	-45%	-$793K	0.16%	105
2023 Q2	$1.72M	Buy	85,540 +5,925	+7%	+$119K	0.3%	70
2023 Q1	$1.62M	Sell	79,615 -3,660	-4%	-$75.1K	0.31%	69
2022 Q4	$1.74M	Buy	83,275 +29,805	+56%	+$610K	0.38%	65
2022 Q3	$976K	Buy	53,470 +3,875	+8%	+$78.3K	0.22%	81
2022 Q2	$996K	Buy	+49,595	New	+$1.05M	0.21%	88

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SAM

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Clear Creek Financial Management's HDV Position: Q4 2023 in Review

Clear Creek Financial Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2023, closing a stake of 46,800 shares — an estimated $935K sold.

Clear Creek Financial Management first reported a position in HDV in Q2 2022 and held it in 6 quarters. The position peaked at $1.74M in Q4 2022. 722 funds tracked by Wall St. Rank hold HDV as of Q4 2023.

Clear Creek Financial Management reported no remaining iShares Core High Dividend ETF position as of Q4 2023 after selling out during the quarter.
Clear Creek Financial Management sold 46,800 iShares Core High Dividend ETF shares in Q4 2023, an estimated $935K.
Clear Creek Financial Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 6 quarters.
Clear Creek Financial Management's iShares Core High Dividend ETF position peaked at $1.74M in Q4 2022.
722 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2023.

Based on Clear Creek Financial Management's 13F filing for Q4 2023, filed 24 Jan 2024.