KC
HDV

Kades & Cheifetz’s iShares Core High Dividend ETF HDV Stock Holding History

Kades & Cheifetz’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
Q4 		$212K Buy
9,430
+95
+1% +$2.23K 0.11% 102
2024
Q3 		$220K Sell
9,335
-60
-0.6% -$1.37K 0.13% 86
2024
Q2 		$204K Buy
9,395
+300
+3% +$6.53K 0.13% 89
2024
Q1 		$200K Buy
+9,095
New +$191K 0.13% 88

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Kades & Cheifetz's HDV Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares Core High Dividend ETF (HDV) stake by 1% in Q4 2024, buying an estimated $2.23K and bringing the position to 9,430 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #102.

Kades & Cheifetz first reported a position in HDV in Q1 2024 and has held it in 4 quarters since. The position peaked at $220K in Q3 2024. 772 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

  • Kades & Cheifetz held 9,430 shares of iShares Core High Dividend ETF worth $212K as of Q4 2024.
  • Kades & Cheifetz bought 95 iShares Core High Dividend ETF shares in Q4 2024, an estimated $2.23K.
  • iShares Core High Dividend ETF made up 0.11% of Kades & Cheifetz's portfolio in Q4 2024, its #102 holding.
  • Kades & Cheifetz first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 4 quarters since.
  • Kades & Cheifetz's iShares Core High Dividend ETF position peaked at $220K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.