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

Cutler 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
2022 Q3	–	Sell	-3,000	Closed	-$1K	–	5146
2022 Q2	$1K	Sell	3,000 -1,000	-25%	-$21.1K	﹤0.01%	4598
2022 Q1	$1K	Buy	+4,000	New	+$83K	﹤0.01%	4973
2020 Q2	–	Sell	-1,000	Closed	-$4K	–	4569
2020 Q1	$4K	Buy	+1,000	New	+$17.7K	﹤0.01%	3184
2018 Q2	–	Sell	-3,500	Closed	-$2K	–	4455
2018 Q1	$2K	Buy	+3,500	New	+$61.8K	﹤0.01%	3757
2016 Q2	–	Sell	-5,000	Closed	-$1K	–	6882
2016 Q1	$1K	Buy	+5,000	New	+$74.3K	﹤0.01%	5987

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 $2.53B AUM 25.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cutler Group's HDV Position: Q4 2022 in Review

Cutler Group sold out of iShares Core High Dividend ETF (HDV) in Q4 2022, closing a stake of 1,500 shares — an estimated $30.7K sold.

Cutler Group first reported a position in HDV in Q1 2016 and held it in 10 quarters. The position peaked at $220K in Q2 2022. 748 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

Cutler Group reported no remaining iShares Core High Dividend ETF position as of Q4 2022 after selling out during the quarter.
Cutler Group sold 1,500 iShares Core High Dividend ETF shares in Q4 2022, an estimated $30.7K.
Cutler Group first reported a position in iShares Core High Dividend ETF in Q1 2016 and held it in 10 quarters.
Cutler Group's iShares Core High Dividend ETF position peaked at $220K in Q2 2022.
748 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.