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

IRON Financial’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
2019 Q3	–	Sell	-10,800	Closed	-$202K	–	102
2019 Q2	$202K	Sell	10,800 -1,950	-15%	-$36.6K	0.19%	84
2019 Q1	$238K	Buy	+12,750	New	+$229K	0.15%	81

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

IRON Financial's HDV Position: Q3 2019 in Review

IRON Financial sold out of iShares Core High Dividend ETF (HDV) in Q3 2019, closing a stake of 10,800 shares — an estimated $202K sold.

IRON Financial first reported a position in HDV in Q1 2019 and held it in 2 quarters. The position peaked at $238K in Q1 2019. 492 funds tracked by Wall St. Rank hold HDV as of Q3 2019.

IRON Financial reported no remaining iShares Core High Dividend ETF position as of Q3 2019 after selling out during the quarter.
IRON Financial sold 10,800 iShares Core High Dividend ETF shares in Q3 2019, an estimated $202K.
IRON Financial first reported a position in iShares Core High Dividend ETF in Q1 2019 and held it in 2 quarters.
IRON Financial's iShares Core High Dividend ETF position peaked at $238K in Q1 2019.
492 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2019.

Based on IRON Financial's 13F filing for Q3 2019, filed 21 Oct 2019.