Institutional & Family Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Institutional & Family Asset Management’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
2020 Q3	–	Sell	-9,390	Closed	-$152K	–	860
2020 Q2	$152K	Buy	9,390 +9,210	+5,117%	+$149K	0.03%	198
2020 Q1	$3K	Buy	180 +125	+227%	+$2.21K	﹤0.01%	588
2019 Q4	$1K	Buy	55 +40	+267%	+$763	﹤0.01%	812
2019 Q3	$0	Hold	15	–	–	﹤0.01%	852
2019 Q2	$0	Buy	+15	New	+$281	﹤0.01%	850

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Institutional & Family Asset Management's HDV Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of iShares Core High Dividend ETF (HDV) in Q3 2020, closing a stake of 9,390 shares — an estimated $152K sold.

Institutional & Family Asset Management first reported a position in HDV in Q2 2019 and held it in 5 quarters. The position peaked at $152K in Q2 2020. 474 funds tracked by Wall St. Rank hold HDV as of Q3 2020.

Institutional & Family Asset Management reported no remaining iShares Core High Dividend ETF position as of Q3 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 9,390 iShares Core High Dividend ETF shares in Q3 2020, an estimated $152K.
Institutional & Family Asset Management first reported a position in iShares Core High Dividend ETF in Q2 2019 and held it in 5 quarters.
Institutional & Family Asset Management's iShares Core High Dividend ETF position peaked at $152K in Q2 2020.
474 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.