GYL Financial Synergies’s iShares Core High Dividend ETF HDV Stock Holding History

GYL Financial Synergies’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
2024 Q3	$454K	Hold	19,300	–	–	0.03%	249
2024 Q2	$420K	Hold	19,300	–	–	0.03%	254
2024 Q1	$425K	Hold	19,300	–	–	0.03%	259
2023 Q4	$394K	Sell	19,300 -3,800	-16%	-$74.8K	0.03%	265
2023 Q3	$457K	Sell	23,100 -3,750	-14%	-$76.7K	0.04%	242
2023 Q2	$541K	Sell	26,850 -950	-3%	-$19.1K	0.05%	233
2023 Q1	$565K	Sell	27,800 -7,075	-20%	-$145K	0.07%	178
2022 Q4	$727K	Buy	+34,875	New	+$714K	0.16%	94

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

GYL Financial Synergies's HDV Position: Q3 2024 in Review

GYL Financial Synergies held its iShares Core High Dividend ETF (HDV) position steady in Q3 2024 at 19,300 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #249.

GYL Financial Synergies first reported a position in HDV in Q4 2022 and has held it in 8 quarters since. The position peaked at $727K in Q4 2022. 736 funds tracked by Wall St. Rank hold HDV as of Q3 2024.

GYL Financial Synergies held 19,300 shares of iShares Core High Dividend ETF worth $454K as of Q3 2024.
GYL Financial Synergies left its iShares Core High Dividend ETF share count unchanged in Q3 2024.
iShares Core High Dividend ETF made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #249 holding.
GYL Financial Synergies first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 8 quarters since.
GYL Financial Synergies's iShares Core High Dividend ETF position peaked at $727K in Q4 2022.
736 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.