DWP
HDV

Destiny Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Destiny Wealth Partners’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
Q1 		– Sell
-24,760
Closed -$516K – 362
2022
Q4 		$516K Buy
24,760
+9,095
+58% +$186K 0.11% 97
2022
Q3 		$286K Hold
15,665
– – 0.06% 145
2022
Q2 		$315K Buy
+15,665
New +$331K 0.07% 114

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Destiny Wealth Partners's HDV Position: Q1 2023 in Review

Destiny Wealth Partners sold out of iShares Core High Dividend ETF (HDV) in Q1 2023, closing a stake of 24,760 shares — an estimated $516K sold.

Destiny Wealth Partners first reported a position in HDV in Q2 2022 and held it in 3 quarters. The position peaked at $516K in Q4 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

  • Destiny Wealth Partners reported no remaining iShares Core High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 24,760 iShares Core High Dividend ETF shares in Q1 2023, an estimated $516K.
  • Destiny Wealth Partners first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 3 quarters.
  • Destiny Wealth Partners's iShares Core High Dividend ETF position peaked at $516K in Q4 2022.
  • 715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.