CCA
HDV

Criterion Capital Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Criterion Capital 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
2024
Q4 		$208K Hold
9,575
– – 0.13% 76
2024
Q3 		$208K Hold
9,575
– – 0.13% 76
2024
Q2 		$208K Buy
9,575
+20
+0.2% +$435 0.13% 76
2024
Q1 		$211K Buy
9,555
+15
+0.2% +$315 0.14% 72
2023
Q4 		$195K Buy
+9,540
New +$188K 0.14% 78

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
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

Criterion Capital Advisors's HDV Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q4 2024 at 9,575 shares worth $208K. The position accounts for 0.13% of the portfolio, ranked #76.

Criterion Capital Advisors first reported a position in HDV in Q4 2023 and has held it in 5 quarters since. The position peaked at $211K in Q1 2024. 772 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

  • Criterion Capital Advisors held 9,575 shares of iShares Core High Dividend ETF worth $208K as of Q4 2024.
  • Criterion Capital Advisors left its iShares Core High Dividend ETF share count unchanged in Q4 2024.
  • iShares Core High Dividend ETF made up 0.13% of Criterion Capital Advisors's portfolio in Q4 2024, its #76 holding.
  • Criterion Capital Advisors first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares Core High Dividend ETF position peaked at $211K in Q1 2024.
  • 772 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.