Fulcrum Equity Management’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-20,165
Closed -$405K 84
2022
Q2
$405K Sell
20,165
-103,605
-84% -$2.19M 0.33% 46
2022
Q1
$2.65M Buy
+123,770
New +$2.57M 1.57% 21
2019
Q2
Sell
-15,660
Closed -$292K 93
2019
Q1
$292K Sell
15,660
-240
-2% -$4.31K 0.1% 77
2018
Q4
$268K Buy
+15,900
New +$283K 0.1% 56

Other funds holding HDV

Fulcrum Equity Management's HDV Position: Q3 2022 in Review

Fulcrum Equity Management sold out of iShares Core High Dividend ETF (HDV) in Q3 2022, closing a stake of 20,165 shares — an estimated $405K sold.

Fulcrum Equity Management first reported a position in HDV in Q4 2018 and held it in 4 quarters. The position peaked at $2.65M in Q1 2022. 706 funds tracked by Wall St. Rank hold HDV as of Q3 2022.

  • Fulcrum Equity Management reported no remaining iShares Core High Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 20,165 iShares Core High Dividend ETF shares in Q3 2022, an estimated $405K.
  • Fulcrum Equity Management first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 4 quarters.
  • Fulcrum Equity Management's iShares Core High Dividend ETF position peaked at $2.65M in Q1 2022.
  • 706 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2022.

Based on Fulcrum Equity Management's 13F filing for Q3 2022, filed 11 Oct 2022.