Elmwood Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Elmwood Wealth Management’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	–	Sell	-325	Closed	-$7K	–	194
2021 Q4	$7K	Buy	+325	New	+$6.37K	﹤0.01%	305
2021 Q2	$6K	Hold	325	–	–	﹤0.01%	279
2021 Q1	$6K	Buy	+325	New	+$5.93K	﹤0.01%	267

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 $2.53B AUM 25.83% 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

Elmwood Wealth Management's HDV Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q1 2022, closing a stake of 325 shares — an estimated $7K sold.

Elmwood Wealth Management first reported a position in HDV in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 611 funds tracked by Wall St. Rank hold HDV as of Q1 2022.

Elmwood Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 325 iShares Core High Dividend ETF shares in Q1 2022, an estimated $7K.
Elmwood Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2021 and held it in 3 quarters.
Elmwood Wealth Management's iShares Core High Dividend ETF position peaked at $7K in Q4 2021.
611 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.