Koshinski Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Koshinski Asset 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
2024 Q2	–	Sell	-10,510	Closed	-$232K	–	620
2024 Q1	$232K	Buy	+10,510	New	+$221K	0.02%	504
2022 Q2	–	Sell	-5,620	Closed	-$120K	–	1171
2022 Q1	$120K	Buy	5,620 +5	+0.1%	+$104	0.01%	762
2021 Q4	$113K	Buy	5,615 +10	+0.2%	+$196	0.01%	807
2021 Q3	$106K	Buy	+5,605	New	+$108K	0.01%	821
2020 Q1	–	Sell	-20,350	Closed	-$398K	–	481
2019 Q4	$398K	Buy	+20,350	New	+$388K	0.07%	354
2019 Q1	–	Sell	-44,150	Closed	-$745K	–	427
2018 Q4	$745K	Sell	44,150 -6,565	-13%	-$117K	0.18%	167
2018 Q3	$918K	Buy	50,715 +16,230	+47%	+$288K	0.13%	225
2018 Q2	$586K	Buy	34,485 +535	+2%	+$9.1K	0.18%	180
2018 Q1	$574K	Sell	33,950 -6,345	-16%	-$112K	0.18%	187
2017 Q4	$726K	Sell	40,295 -6,650	-14%	-$116K	0.18%	197
2017 Q3	$807K	Buy	46,945 +595	+1%	+$10K	0.26%	122
2017 Q2	$771K	Buy	+46,350	New	+$778K	0.28%	113

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

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

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

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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Koshinski Asset Management's HDV Position: Q2 2024 in Review

Koshinski Asset Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2024, closing a stake of 10,510 shares — an estimated $232K sold.

Koshinski Asset Management first reported a position in HDV in Q2 2017 and held it in 12 quarters. The position peaked at $918K in Q3 2018. 702 funds tracked by Wall St. Rank hold HDV as of Q2 2024.

Koshinski Asset Management reported no remaining iShares Core High Dividend ETF position as of Q2 2024 after selling out during the quarter.
Koshinski Asset Management sold 10,510 iShares Core High Dividend ETF shares in Q2 2024, an estimated $232K.
Koshinski Asset Management first reported a position in iShares Core High Dividend ETF in Q2 2017 and held it in 12 quarters.
Koshinski Asset Management's iShares Core High Dividend ETF position peaked at $918K in Q3 2018.
702 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2024.

Based on Koshinski Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.