JPWM
HDV

Jamison Private Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Jamison Private Wealth 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
2024
Q2 		– Sell
-2,625
Closed -$57.8K – 473
2024
Q1 		$57.8K Buy
2,625
+20
+0.8% +$420 0.01% 248
2023
Q4 		$53.1K Buy
2,605
+55
+2% +$1.08K 0.01% 235
2023
Q3 		$50.4K Buy
+2,550
New +$52.2K 0.01% 227

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 $2.53B AUM 25.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jamison Private Wealth Management's HDV Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2024, closing a stake of 2,625 shares — an estimated $57.8K sold.

Jamison Private Wealth Management first reported a position in HDV in Q3 2023 and held it in 3 quarters. The position peaked at $57.8K in Q1 2024. 702 funds tracked by Wall St. Rank hold HDV as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 2,625 iShares Core High Dividend ETF shares in Q2 2024, an estimated $57.8K.
  • Jamison Private Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2023 and held it in 3 quarters.
  • Jamison Private Wealth Management's iShares Core High Dividend ETF position peaked at $57.8K in Q1 2024.
  • 702 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.