KP
HDV

Kitching Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Kitching Partners’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
2025
Q4 		– Sell
-10,035
Closed -$246K – 45
2025
Q3 		$246K Buy
10,035
+80
+0.8% +$1.93K 0.23% 29
2025
Q2 		$233K Sell
9,955
-3,550
-26% -$81.8K 0.24% 29
2025
Q1 		$327K Sell
13,505
-45
-0.3% -$1.05K 0.38% 20
2024
Q4 		$304K Sell
13,550
-785
-5% -$18.4K 0.39% 22
2024
Q3 		$337K Sell
14,335
-3,100
-18% -$71K 0.45% 20
2024
Q2 		$379K Buy
17,435
+150
+0.9% +$3.27K 0.69% 12
2024
Q1 		$381K Buy
17,285
+130
+0.8% +$2.73K 0.72% 13
2023
Q4 		$350K Buy
+17,155
New +$338K 0.7% 13

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return