Legacy Financial Group (Iowa)
HDV

Legacy Financial Group (Iowa)’s iShares Core High Dividend ETF HDV Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-11,020
Closed -$218K – 221
2023
Q3 		$218K Buy
+11,020
New +$226K 0.05% 90

Other funds holding HDV

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Wells Fargo
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MYLI
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Legacy Financial Group (Iowa)'s HDV Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Core High Dividend ETF (HDV) in Q4 2023, closing a stake of 11,020 shares — an estimated $218K sold.

Legacy Financial Group (Iowa) first reported a position in HDV in Q3 2023 and held it in 1 quarter. The position peaked at $218K in Q3 2023. 721 funds tracked by Wall St. Rank hold HDV as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Core High Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 11,020 iShares Core High Dividend ETF shares in Q4 2023, an estimated $218K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core High Dividend ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Core High Dividend ETF position peaked at $218K in Q3 2023.
  • 721 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.