Credential Qtrade Securities’s iShares Core High Dividend ETF HDV Stock Holding History

Credential Qtrade Securities’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	-1,180	Closed	-$23.3K	–	378
2023 Q3	$23.3K	Sell	1,180 -2,200	-65%	-$45K	﹤0.01%	255
2023 Q2	$68.1K	Hold	3,380	–	–	﹤0.01%	248
2023 Q1	$68.7K	Hold	3,380	–	–	﹤0.01%	253
2022 Q4	$70.4K	Buy	3,380 +1,250	+59%	+$25.6K	0.01%	261
2022 Q3	$38.9K	Hold	2,130	–	–	﹤0.01%	259
2022 Q2	$42.8K	Hold	2,130	–	–	﹤0.01%	268
2022 Q1	$45.5K	Hold	2,130	–	–	﹤0.01%	277
2021 Q4	$43K	Hold	2,130	–	–	﹤0.01%	286
2021 Q3	$40.1K	Sell	2,130 -1,105	-34%	-$21.4K	﹤0.01%	273
2021 Q2	$62.5K	Buy	3,235 +2,285	+241%	+$44.4K	﹤0.01%	275
2021 Q1	$18K	Hold	950	–	–	﹤0.01%	289
2020 Q4	$16.7K	Buy	+950	New	+$16.1K	﹤0.01%	271

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 29.2% 1-Year Est. Return

Credential Qtrade Securities's HDV Position: Q4 2023 in Review

Credential Qtrade Securities sold out of iShares Core High Dividend ETF (HDV) in Q4 2023, closing a stake of 1,180 shares — an estimated $23.3K sold.

Credential Qtrade Securities first reported a position in HDV in Q4 2020 and held it in 12 quarters. The position peaked at $70.4K in Q4 2022. 721 funds tracked by Wall St. Rank hold HDV as of Q4 2023.

Credential Qtrade Securities reported no remaining iShares Core High Dividend ETF position as of Q4 2023 after selling out during the quarter.
Credential Qtrade Securities sold 1,180 iShares Core High Dividend ETF shares in Q4 2023, an estimated $23.3K.
Credential Qtrade Securities first reported a position in iShares Core High Dividend ETF in Q4 2020 and held it in 12 quarters.
Credential Qtrade Securities's iShares Core High Dividend ETF position peaked at $70.4K in Q4 2022.
721 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2023.

Based on Credential Qtrade Securities's 13F filing for Q4 2023, filed 21 Jul 2025.