HGA
HDV

Hobbs Group Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Hobbs Group 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
Q4 		– Sell
-3,830
Closed -$90.1K – 348
2024
Q3 		$90.1K Buy
3,830
+830
+28% +$19K 0.03% 210
2024
Q2 		$65.2K Buy
+3,000
New +$65.3K 0.02% 216
2023
Q4 		$61.2K Buy
+3,000
New +$59.1K 0.03% 189

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Hobbs Group Advisors's HDV Position: Q4 2024 in Review

Hobbs Group Advisors sold out of iShares Core High Dividend ETF (HDV) in Q4 2024, closing a stake of 3,830 shares — an estimated $90.1K sold.

Hobbs Group Advisors first reported a position in HDV in Q4 2023 and held it in 3 quarters. The position peaked at $90.1K in Q3 2024. 772 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

  • Hobbs Group Advisors reported no remaining iShares Core High Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 3,830 iShares Core High Dividend ETF shares in Q4 2024, an estimated $90.1K.
  • Hobbs Group Advisors first reported a position in iShares Core High Dividend ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's iShares Core High Dividend ETF position peaked at $90.1K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.