Ken Fisher’s iShares Core High Dividend ETF HDV Stock Holding History

Ken Fisher’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
2023 Q3	–	Sell	-10,580	Closed	-$213K	–	1212
2023 Q2	$213K	Buy	+10,580	New	+$213K	﹤0.01%	1015
2022 Q3	–	Sell	-12,215	Closed	-$245K	–	962
2022 Q2	$245K	Buy	+12,215	New	+$258K	﹤0.01%	838
2019 Q4	–	Sell	-13,160	Closed	-$248K	–	840
2019 Q3	$248K	Sell	13,160 -175	-1%	-$3.29K	﹤0.01%	761
2019 Q2	$252K	Buy	13,335 +1,190	+10%	+$22.3K	﹤0.01%	763
2019 Q1	$227K	Buy	+12,145	New	+$218K	﹤0.01%	742

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Ken Fisher's HDV Position: Q3 2023 in Review

Ken Fisher sold out of iShares Core High Dividend ETF (HDV) in Q3 2023, closing a stake of 10,580 shares — an estimated $213K sold.

Ken Fisher first reported a position in HDV in Q1 2019 and held it in 5 quarters. The position peaked at $252K in Q2 2019. 699 funds tracked by Wall St. Rank hold HDV as of Q3 2023.

Ken Fisher reported no remaining iShares Core High Dividend ETF position as of Q3 2023 after selling out during the quarter.
Ken Fisher sold 10,580 iShares Core High Dividend ETF shares in Q3 2023, an estimated $213K.
Ken Fisher first reported a position in iShares Core High Dividend ETF in Q1 2019 and held it in 5 quarters.
Ken Fisher's iShares Core High Dividend ETF position peaked at $252K in Q2 2019.
699 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2023.

Based on Fisher Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.