Householder Group Estate & Retirement Specialist’s iShares Core High Dividend ETF HDV Stock Holding History

Householder Group Estate & Retirement Specialist’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	-1,720	Closed	-$40K	–	806
2024 Q3	$40K	Sell	1,720 -990	-37%	-$22.7K	0.01%	517
2024 Q2	$58K	Sell	2,710 -1,155	-30%	-$25.1K	0.02%	449
2024 Q1	$85.2K	Buy	3,865 +5	+0.1%	+$105	0.03%	372
2023 Q4	$78K	Sell	3,860 -835	-18%	-$16.4K	0.03%	379
2023 Q3	$92.9K	Buy	+4,695	New	+$96.1K	0.03%	326
2023 Q1	$95K	Buy	+4,695	New	+$96.4K	0.04%	316
2022 Q4	–	Sell	-4,035	Closed	-$73K	–	636
2022 Q3	$73K	Buy	+4,035	New	+$81.5K	0.03%	323

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Householder Group Estate & Retirement Specialist's HDV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core High Dividend ETF (HDV) in Q4 2024, closing a stake of 1,720 shares — an estimated $40K sold.

Householder Group Estate & Retirement Specialist first reported a position in HDV in Q3 2022 and held it in 7 quarters. The position peaked at $95K in Q1 2023. 777 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Core High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,720 iShares Core High Dividend ETF shares in Q4 2024, an estimated $40K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core High Dividend ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Core High Dividend ETF position peaked at $95K in Q1 2023.
777 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.