Insight Wealth Strategies’s iShares Core High Dividend ETF HDV Stock Holding History

Insight Wealth Strategies’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
2021 Q3	–	Sell	-10,650	Closed	-$206K	–	188
2021 Q2	$206K	Buy	10,650 +15	+0.1%	+$291	0.03%	180
2021 Q1	$202K	Sell	10,635 -8,190	-44%	-$149K	0.03%	217
2020 Q4	$330K	Sell	18,825 -740	-4%	-$12.5K	0.06%	154
2020 Q3	$315K	Buy	19,565 +205	+1%	+$3.41K	0.06%	139
2020 Q2	$314K	Sell	19,360 -100	-0.5%	-$1.61K	0.07%	123
2020 Q1	$278K	Sell	19,460 -51,725	-73%	-$914K	0.07%	120
2019 Q4	$1.4M	Sell	71,185 -3,215	-4%	-$61.4K	0.3%	64
2019 Q3	$1.4M	Sell	74,400 -5,075	-6%	-$95.4K	0.33%	57
2019 Q2	$1.5M	Buy	79,475 +20,765	+35%	+$390K	0.37%	50
2019 Q1	$1.09M	Buy	58,710 +405	+0.7%	+$7.27K	0.31%	58
2018 Q4	$984K	Buy	+58,305	New	+$1.04M	0.3%	50

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

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

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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Insight Wealth Strategies's HDV Position: Q3 2021 in Review

Insight Wealth Strategies sold out of iShares Core High Dividend ETF (HDV) in Q3 2021, closing a stake of 10,650 shares — an estimated $206K sold.

Insight Wealth Strategies first reported a position in HDV in Q4 2018 and held it in 11 quarters. The position peaked at $1.5M in Q2 2019. 521 funds tracked by Wall St. Rank hold HDV as of Q3 2021.

Insight Wealth Strategies reported no remaining iShares Core High Dividend ETF position as of Q3 2021 after selling out during the quarter.
Insight Wealth Strategies sold 10,650 iShares Core High Dividend ETF shares in Q3 2021, an estimated $206K.
Insight Wealth Strategies first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 11 quarters.
Insight Wealth Strategies's iShares Core High Dividend ETF position peaked at $1.5M in Q2 2019.
521 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2021.

Based on Insight Wealth Strategies's 13F filing for Q3 2021, filed 28 Oct 2021.