Lehman & Derafelo Financial Resources’s iShares Core High Dividend ETF HDV Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	$1.94M	Buy	93,025 +12,250	+15%	+$251K	0.58%	26
2022 Q3	$1.48M	Hold	80,775	–	–	0.46%	30
2022 Q2	$1.62M	Hold	80,775	–	–	0.5%	27
2022 Q1	$1.73M	Hold	80,775	–	–	0.48%	33
2021 Q4	$1.63M	Hold	80,775	–	–	0.49%	33
2021 Q3	$1.52M	Hold	80,775	–	–	0.49%	34
2021 Q2	$1.56M	Sell	80,775 -1,300	-2%	-$25.3K	0.43%	38
2021 Q1	$1.56M	Sell	82,075 -5,000	-6%	-$91.2K	0.44%	37
2020 Q4	$1.53M	Hold	87,075	–	–	0.46%	36
2020 Q3	$1.4M	Sell	87,075 -5,000	-5%	-$83.2K	0.45%	40
2020 Q2	$1.49M	Sell	92,075 -4,830	-5%	-$78K	0.52%	40
2020 Q1	$1.39M	Sell	96,905 -1,640	-2%	-$29K	0.58%	31
2019 Q4	$1.93M	Buy	98,545 +15	+0%	+$286	0.69%	30
2019 Q3	$1.86M	Buy	98,530 +15	+0%	+$282	0.71%	31
2019 Q2	$1.88M	Buy	98,515 +4,885	+5%	+$91.6K	0.77%	27
2019 Q1	$1.75M	Buy	93,630 +2,115	+2%	+$38K	0.75%	28
2018 Q4	$1.54M	Buy	+91,515	New	+$1.63M	0.77%	27

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's HDV Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its iShares Core High Dividend ETF (HDV) stake by 15% in Q4 2022, buying an estimated $251K and bringing the position to 93,025 shares worth $1.94M. The position accounts for 0.58% of the portfolio, ranked #26.

Lehman & Derafelo Financial Resources first reported a position in HDV in Q4 2018 and has held it in 17 quarters since. 748 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

Lehman & Derafelo Financial Resources held 93,025 shares of iShares Core High Dividend ETF worth $1.94M as of Q4 2022.
Lehman & Derafelo Financial Resources bought 12,250 iShares Core High Dividend ETF shares in Q4 2022, an estimated $251K.
iShares Core High Dividend ETF made up 0.58% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #26 holding.
Lehman & Derafelo Financial Resources first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 17 quarters since.
748 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.