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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-41,655
Closed -$761K 240
2022
Q3
$761K Sell
41,655
-37,350
-47% -$755K 0.15% 118
2022
Q2
$1.59M Buy
+79,005
New +$1.67M 0.3% 75

Other funds holding HDV

Keebeck Wealth Management's HDV Position: Q4 2022 in Review

Keebeck Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2022, closing a stake of 41,655 shares — an estimated $761K sold.

Keebeck Wealth Management first reported a position in HDV in Q2 2022 and held it in 2 quarters. The position peaked at $1.59M in Q2 2022. 748 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

  • Keebeck Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Keebeck Wealth Management sold 41,655 iShares Core High Dividend ETF shares in Q4 2022, an estimated $761K.
  • Keebeck Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 2 quarters.
  • Keebeck Wealth Management's iShares Core High Dividend ETF position peaked at $1.59M in Q2 2022.
  • 748 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on Keebeck Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.