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
2025 Q1	–	Sell	-44,480	Closed	-$999K	–	478
2024 Q4	$999K	Buy	+44,480	New	+$1.05M	0.04%	139
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heck Capital Advisors's HDV Position: Q1 2025 in Review

Heck Capital Advisors sold out of iShares Core High Dividend ETF (HDV) in Q1 2025, closing a stake of 44,480 shares — an estimated $999K sold.

Heck Capital Advisors first reported a position in HDV in Q2 2022 and held it in 10 quarters. The position peaked at $5.08M in Q4 2022. 777 funds tracked by Wall St. Rank hold HDV as of Q1 2025.

Heck Capital Advisors reported no remaining iShares Core High Dividend ETF position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 44,480 iShares Core High Dividend ETF shares in Q1 2025, an estimated $999K.
Heck Capital Advisors first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 10 quarters.
Heck Capital Advisors's iShares Core High Dividend ETF position peaked at $5.08M in Q4 2022.
777 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.