Lee Financial’s iShares Core High Dividend ETF HDV Stock Holding History

Lee Financial’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
2023 Q2	–	Sell	-125	Closed	-$2.54K	–	808
2023 Q1	$2.54K	Buy	+125	New	+$2.57K	﹤0.01%	627
2022 Q3	–	Sell	-500	Closed	-$10K	–	890
2022 Q2	$10K	Hold	500	–	–	﹤0.01%	449
2022 Q1	$11K	Hold	500	–	–	﹤0.01%	421
2021 Q4	$10K	Hold	500	–	–	﹤0.01%	498
2021 Q3	$9K	Buy	+500	New	+$9.68K	﹤0.01%	436

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Lee Financial's HDV Position: Q2 2023 in Review

Lee Financial sold out of iShares Core High Dividend ETF (HDV) in Q2 2023, closing a stake of 125 shares — an estimated $2.54K sold.

Lee Financial first reported a position in HDV in Q3 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 713 funds tracked by Wall St. Rank hold HDV as of Q2 2023.

Lee Financial reported no remaining iShares Core High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Lee Financial sold 125 iShares Core High Dividend ETF shares in Q2 2023, an estimated $2.54K.
Lee Financial first reported a position in iShares Core High Dividend ETF in Q3 2021 and held it in 5 quarters.
Lee Financial's iShares Core High Dividend ETF position peaked at $11K in Q1 2022.
713 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.