Heritage Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Heritage Wealth 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
2023 Q3	–	Sell	-2,525	Closed	-$50.9K	–	544
2023 Q2	$50.9K	Hold	2,525	–	–	﹤0.01%	326
2023 Q1	$51.3K	Hold	2,525	–	–	﹤0.01%	319
2022 Q4	$52.6K	Hold	2,525	–	–	﹤0.01%	321
2022 Q3	$46.1K	Hold	2,525	–	–	﹤0.01%	307
2022 Q2	$51K	Buy	+2,525	New	+$53.3K	﹤0.01%	328
2020 Q1	–	Sell	-6,000	Closed	-$118K	–	501
2019 Q4	$118K	Hold	6,000	–	–	0.02%	213
2019 Q3	$112K	Hold	6,000	–	–	0.02%	200
2019 Q2	$113K	Hold	6,000	–	–	0.02%	182
2019 Q1	$112K	Buy	+6,000	New	+$108K	0.02%	171

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Advisors's HDV Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2023, closing a stake of 2,525 shares — an estimated $50.9K sold.

Heritage Wealth Advisors first reported a position in HDV in Q1 2019 and held it in 9 quarters. The position peaked at $118K in Q4 2019. 699 funds tracked by Wall St. Rank hold HDV as of Q3 2023.

Heritage Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 2,525 iShares Core High Dividend ETF shares in Q3 2023, an estimated $50.9K.
Heritage Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q1 2019 and held it in 9 quarters.
Heritage Wealth Advisors's iShares Core High Dividend ETF position peaked at $118K in Q4 2019.
699 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.