IAG
HDV

Investmark Advisory Group’s iShares Core High Dividend ETF HDV Stock Holding History

Investmark Advisory Group’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
Q2 		– Sell
-11,405
Closed -$251K – 117
2024
Q1 		$251K Buy
11,405
+5
+0% +$105 0.14% 100
2023
Q4 		$233K Buy
11,400
+5
+0% +$98 0.14% 100
2023
Q3 		$225K Buy
+11,395
New +$233K 0.15% 90
2022
Q1 		– Sell
-720
Closed -$14K – 209
2021
Q4 		$14K Buy
+720
New +$14.1K 0.01% 254

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investmark Advisory Group's HDV Position: Q2 2024 in Review

Investmark Advisory Group sold out of iShares Core High Dividend ETF (HDV) in Q2 2024, closing a stake of 11,405 shares — an estimated $251K sold.

Investmark Advisory Group first reported a position in HDV in Q4 2021 and held it in 4 quarters. The position peaked at $251K in Q1 2024. 702 funds tracked by Wall St. Rank hold HDV as of Q2 2024.

  • Investmark Advisory Group reported no remaining iShares Core High Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Investmark Advisory Group sold 11,405 iShares Core High Dividend ETF shares in Q2 2024, an estimated $251K.
  • Investmark Advisory Group first reported a position in iShares Core High Dividend ETF in Q4 2021 and held it in 4 quarters.
  • Investmark Advisory Group's iShares Core High Dividend ETF position peaked at $251K in Q1 2024.
  • 702 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2024.

Based on Investmark Advisory Group's 13F filing for Q2 2024, filed 14 Aug 2024.