Lane & Associates’s iShares Core High Dividend ETF HDV Stock Holding History

Lane & Associates’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 Q1	$2.34M	Buy	96,445 +1,120	+1%	+$26.2K	1.26%	22
2024 Q4	$2.19M	Sell	95,325 -10,640	-10%	-$250K	1.13%	25
2024 Q3	$2.49M	Buy	105,965 +9,695	+10%	+$222K	1.36%	19
2024 Q2	$2.09M	Sell	96,270 -16,480	-15%	-$359K	1.23%	23
2024 Q1	$2.49M	Buy	112,750 +2,600	+2%	+$54.7K	1.56%	17
2023 Q4	$2.25M	Sell	110,150 -4,160	-4%	-$81.9K	1.63%	16
2023 Q3	$2.26M	Sell	114,310 -9,125	-7%	-$187K	1.82%	13
2023 Q2	$2.49M	Sell	123,435 -37,455	-23%	-$754K	1.98%	11
2023 Q1	$3.27M	Sell	160,890 -5,880	-4%	-$121K	2.92%	8
2022 Q4	$3.48M	Buy	+166,770	New	+$3.41M	3.29%	7

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $2.78B AUM 32.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lane & Associates's HDV Position: Q1 2025 in Review

Lane & Associates increased its iShares Core High Dividend ETF (HDV) stake by 1.2% in Q1 2025, buying an estimated $26.2K and bringing the position to 96,445 shares worth $2.34M. The position accounts for 1.26% of the portfolio, ranked #22.

Lane & Associates first reported a position in HDV in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.48M in Q4 2022. 774 funds tracked by Wall St. Rank hold HDV as of Q1 2025.

Lane & Associates held 96,445 shares of iShares Core High Dividend ETF worth $2.34M as of Q1 2025.
Lane & Associates bought 1,120 iShares Core High Dividend ETF shares in Q1 2025, an estimated $26.2K.
iShares Core High Dividend ETF made up 1.26% of Lane & Associates's portfolio in Q1 2025, its #22 holding.
Lane & Associates first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's iShares Core High Dividend ETF position peaked at $3.48M in Q4 2022.
774 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.