KJWM
HDV

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

Kiley Juergens 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
2018
Q4 		– Sell
-6,150
Closed -$111K – 289
2018
Q3 		$111K Buy
+6,150
New +$109K 0.08% 144

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kiley Juergens Wealth Management's HDV Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2018, closing a stake of 6,150 shares — an estimated $111K sold.

Kiley Juergens Wealth Management first reported a position in HDV in Q3 2018 and held it in 1 quarter. The position peaked at $111K in Q3 2018. 451 funds tracked by Wall St. Rank hold HDV as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 6,150 iShares Core High Dividend ETF shares in Q4 2018, an estimated $111K.
  • Kiley Juergens Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's iShares Core High Dividend ETF position peaked at $111K in Q3 2018.
  • 451 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.