Intelligence Driven Advisers’s iShares Core High Dividend ETF HDV Stock Holding History

Intelligence Driven Advisers’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 Q1	–	Sell	-26,400	Closed	-$518K	–	87
2019 Q4	$518K	Sell	26,400 -1,990	-7%	-$38K	0.24%	50
2019 Q3	$535K	Sell	28,390 -1,225	-4%	-$23K	0.25%	53
2019 Q2	$560K	Sell	29,615 -745	-2%	-$14K	0.27%	56
2019 Q1	$566K	Sell	30,360 -360	-1%	-$6.46K	0.31%	46
2018 Q4	$518K	Buy	+30,720	New	+$546K	0.33%	51

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Intelligence Driven Advisers's HDV Position: Q1 2020 in Review

Intelligence Driven Advisers sold out of iShares Core High Dividend ETF (HDV) in Q1 2020, closing a stake of 26,400 shares — an estimated $518K sold.

Intelligence Driven Advisers first reported a position in HDV in Q4 2018 and held it in 5 quarters. The position peaked at $566K in Q1 2019. 503 funds tracked by Wall St. Rank hold HDV as of Q1 2020.

Intelligence Driven Advisers reported no remaining iShares Core High Dividend ETF position as of Q1 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 26,400 iShares Core High Dividend ETF shares in Q1 2020, an estimated $518K.
Intelligence Driven Advisers first reported a position in iShares Core High Dividend ETF in Q4 2018 and held it in 5 quarters.
Intelligence Driven Advisers's iShares Core High Dividend ETF position peaked at $566K in Q1 2019.
503 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2020.

Based on Intelligence Driven Advisers's 13F filing for Q1 2020, filed 4 Sep 2020.