LWANC
HDV

Laurel Wealth Advisors (North Carolina)’s iShares Core High Dividend ETF HDV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2026
Q1 		– Sell
-1,170
Closed -$28.5K – 381
2025
Q4 		$28.5K Buy
+1,170
New +$28.5K ﹤0.01% 393
2025
Q2 		– Sell
-1,170
Closed -$28.3K – 386
2025
Q1 		$28.3K Hold
1,170
– – ﹤0.01% 372
2024
Q4 		$26.3K Hold
1,170
– – ﹤0.01% 387
2024
Q3 		$27.5K Hold
1,170
– – ﹤0.01% 374
2024
Q2 		$25.4K Hold
1,170
– – ﹤0.01% 357
2024
Q1 		$25.8K Hold
1,170
– – ﹤0.01% 361
2023
Q4 		$23.9K Hold
1,170
– – ﹤0.01% 346
2023
Q3 		$23.1K Hold
1,170
– – ﹤0.01% 350
2023
Q2 		$23.6K Hold
1,170
– – ﹤0.01% 353
2023
Q1 		$23.8K Hold
1,170
– – 0.01% 346
2022
Q4 		$24.4K Hold
1,170
– – 0.01% 317
2022
Q3 		$21K Buy
+1,170
New +$23.6K 0.01% 328

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return