Investors Financial Group’s iShares Core High Dividend ETF HDV Stock Holding History

Investors Financial 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
2022 Q1	–	Sell	-10,385	Closed	-$210K	–	77
2021 Q4	$210K	Sell	10,385 -230	-2%	-$4.51K	0.1%	187
2021 Q3	$200K	Sell	10,615 -440	-4%	-$8.51K	0.11%	186
2021 Q2	$213K	Buy	11,055 +15	+0.1%	+$291	0.11%	185
2021 Q1	$209K	Buy	+11,040	New	+$201K	0.12%	175
2020 Q4	–	Sell	-51,680	Closed	-$832K	–	168
2020 Q3	$832K	Sell	51,680 -37,690	-42%	-$627K	0.62%	44
2020 Q2	$1.45M	Sell	89,370 -520	-0.6%	-$8.4K	1.19%	20
2020 Q1	$1.29M	Sell	89,890 -4,230	-4%	-$74.7K	1.3%	20
2019 Q4	$1.85M	Buy	+94,120	New	+$1.8M	1.5%	17

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 $2.78B AUM 32.11% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

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

Investors Financial Group's HDV Position: Q1 2022 in Review

Investors Financial Group sold out of iShares Core High Dividend ETF (HDV) in Q1 2022, closing a stake of 10,385 shares — an estimated $210K sold.

Investors Financial Group first reported a position in HDV in Q4 2019 and held it in 8 quarters. The position peaked at $1.85M in Q4 2019. 611 funds tracked by Wall St. Rank hold HDV as of Q1 2022.

Investors Financial Group reported no remaining iShares Core High Dividend ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 10,385 iShares Core High Dividend ETF shares in Q1 2022, an estimated $210K.
Investors Financial Group first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 8 quarters.
Investors Financial Group's iShares Core High Dividend ETF position peaked at $1.85M in Q4 2019.
611 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.