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

Kelly Financial Services’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	–	Sell	-37,860	Closed	-$891K	–	118
2024 Q3	$891K	Buy	+37,860	New	+$867K	0.33%	48
2023 Q1	–	Sell	-16,525	Closed	-$345K	–	713
2022 Q4	$345K	Buy	16,525 +9,105	+123%	+$186K	0.18%	67
2022 Q3	$135K	Sell	7,420 -12,315	-62%	-$249K	0.08%	93
2022 Q2	$396K	Buy	+19,735	New	+$417K	0.21%	56

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

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

Kelly Financial Services's HDV Position: Q4 2024 in Review

Kelly Financial Services sold out of iShares Core High Dividend ETF (HDV) in Q4 2024, closing a stake of 37,860 shares — an estimated $891K sold.

Kelly Financial Services first reported a position in HDV in Q2 2022 and held it in 4 quarters. The position peaked at $891K in Q3 2024. 772 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

Kelly Financial Services reported no remaining iShares Core High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Kelly Financial Services sold 37,860 iShares Core High Dividend ETF shares in Q4 2024, an estimated $891K.
Kelly Financial Services first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 4 quarters.
Kelly Financial Services's iShares Core High Dividend ETF position peaked at $891K in Q3 2024.
772 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on Kelly Financial Services's 13F filing for Q4 2024, filed 14 Jan 2025.