HCA
HDV

Heck Capital Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Heck Capital 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
2024
Q3 		– Sell
-40
Closed -$815 – 202
2024
Q2 		$815 Hold
40
– – ﹤0.01% 196
2024
Q1 		$827 Hold
40
– – ﹤0.01% 197
2023
Q4 		$765 Sell
40
-226,750
-100% -$4.47M ﹤0.01% 192
2023
Q3 		$4.49M Sell
226,790
-4,665
-2% -$95.5K 0.83% 37
2023
Q2 		$4.67M Sell
231,455
-5,750
-2% -$116K 0.8% 37
2023
Q1 		$4.82M Sell
237,205
-6,395
-3% -$131K 0.93% 33
2022
Q4 		$5.08M Sell
243,600
-9,960
-4% -$204K 0.98% 33
2022
Q3 		$4.63M Buy
253,560
+18,840
+8% +$381K 0.95% 31
2022
Q2 		$4.71M Buy
+234,720
New +$4.96M 0.95% 32

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return