Crown Wealth Group’s iShares Core High Dividend ETF HDV Stock Holding History

Crown Wealth 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
2024 Q1	–	Sell	-16,520	Closed	-$337K	–	112
2023 Q4	$337K	Sell	16,520 -2,500	-13%	-$49.2K	0.2%	56
2023 Q3	$376K	Buy	+19,020	New	+$389K	0.28%	44
2023 Q2	–	Sell	-24,200	Closed	-$492K	–	68
2023 Q1	$492K	Sell	24,200 -5,550	-19%	-$114K	0.41%	34
2022 Q4	$620K	Hold	29,750	–	–	0.58%	27
2022 Q3	$543K	Sell	29,750 -53,835	-64%	-$1.09M	0.56%	27
2022 Q2	$1.68M	Buy	83,585 +64,185	+331%	+$1.36M	1.52%	16
2022 Q1	$415K	Buy	+19,400	New	+$403K	0.29%	55

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

SAM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Crown Wealth Group's HDV Position: Q1 2024 in Review

Crown Wealth Group sold out of iShares Core High Dividend ETF (HDV) in Q1 2024, closing a stake of 16,520 shares — an estimated $337K sold.

Crown Wealth Group first reported a position in HDV in Q1 2022 and held it in 7 quarters. The position peaked at $1.68M in Q2 2022. 713 funds tracked by Wall St. Rank hold HDV as of Q1 2024.

Crown Wealth Group reported no remaining iShares Core High Dividend ETF position as of Q1 2024 after selling out during the quarter.
Crown Wealth Group sold 16,520 iShares Core High Dividend ETF shares in Q1 2024, an estimated $337K.
Crown Wealth Group first reported a position in iShares Core High Dividend ETF in Q1 2022 and held it in 7 quarters.
Crown Wealth Group's iShares Core High Dividend ETF position peaked at $1.68M in Q2 2022.
713 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2024.

Based on Crown Wealth Group's 13F filing for Q1 2024, filed 1 May 2024.