Financial Advisors Network’s iShares Core High Dividend ETF HDV Stock Holding History

Financial Advisors Network’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	-81,935	Closed	-$1.66M	–	142
2021 Q4	$1.66M	Sell	81,935 -1,725	-2%	-$33.8K	0.37%	48
2021 Q3	$1.66M	Buy	83,660 +2,440	+3%	+$47.2K	0.38%	45
2021 Q2	$1.57M	Hold	81,220	–	–	0.46%	45
2021 Q1	$1.54M	Buy	81,220 +1,420	+2%	+$25.9K	0.5%	45
2020 Q4	$1.4M	Sell	79,800 -3,005	-4%	-$50.9K	0.48%	43
2020 Q3	$1.33M	Sell	82,805 -7,800	-9%	-$130K	0.52%	43
2020 Q2	$1.47M	Sell	90,605 -14,185	-14%	-$229K	0.6%	43
2020 Q1	$1.5M	Buy	104,790 +9,585	+10%	+$169K	0.72%	29
2019 Q4	$1.87M	Sell	95,205 -4,990	-5%	-$95.2K	0.85%	20
2019 Q3	$1.89M	Sell	100,195 -695	-0.7%	-$13.1K	0.97%	19
2019 Q2	$1.85M	Buy	100,890 +835	+0.8%	+$15.7K	0.99%	18
2019 Q1	$1.79M	Buy	100,055 +3,240	+3%	+$58.2K	1.04%	15
2018 Q4	$1.63M	Buy	+96,815	New	+$1.72M	1.02%	14
2018 Q2	$1.85M	Buy	+108,980	New	+$1.85M	1.12%	13
2017 Q4	$4.57M	Buy	253,695 +455	+0.2%	+$7.96K	3.09%	6
2017 Q3	$4.35M	Buy	253,240 +6,815	+3%	+$115K	3.45%	5
2017 Q2	$4.1M	Buy	246,425 +17,130	+7%	+$288K	3.4%	6
2017 Q1	$3.81M	Buy	229,295 +10,625	+5%	+$177K	3.3%	7
2016 Q4	$3.58M	Buy	+218,670	New	+$3.52M	3.05%	6

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

Financial Advisors Network's HDV Position: Q1 2022 in Review

Financial Advisors Network sold out of iShares Core High Dividend ETF (HDV) in Q1 2022, closing a stake of 81,935 shares — an estimated $1.66M sold.

Financial Advisors Network first reported a position in HDV in Q4 2016 and held it in 19 quarters. The position peaked at $4.57M in Q4 2017. 611 funds tracked by Wall St. Rank hold HDV as of Q1 2022.

Financial Advisors Network reported no remaining iShares Core High Dividend ETF position as of Q1 2022 after selling out during the quarter.
Financial Advisors Network sold 81,935 iShares Core High Dividend ETF shares in Q1 2022, an estimated $1.66M.
Financial Advisors Network first reported a position in iShares Core High Dividend ETF in Q4 2016 and held it in 19 quarters.
Financial Advisors Network's iShares Core High Dividend ETF position peaked at $4.57M in Q4 2017.
611 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2022.

Based on Financial Advisors Network's 13F filing for Q1 2022, filed 13 May 2022.