Dixon Hughes Goodman Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Dixon Hughes Goodman Wealth 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
2022 Q1	$14K	Hold	650	–	–	﹤0.01%	475
2021 Q4	$13K	Buy	+650	New	+$12.7K	﹤0.01%	425

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's HDV Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares Core High Dividend ETF (HDV) position steady in Q1 2022 at 650 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Dixon Hughes Goodman Wealth Advisors first reported a position in HDV in Q4 2021 and has held it in 2 quarters since. 611 funds tracked by Wall St. Rank hold HDV as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 650 shares of iShares Core High Dividend ETF worth $14K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors left its iShares Core High Dividend ETF share count unchanged in Q1 2022.
iShares Core High Dividend ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #475 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 2 quarters since.
611 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.