Lindbrook Capital’s iShares Core High Dividend ETF HDV Stock Holding History

Lindbrook Capital’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	$7.15K	Hold	295	–	–	﹤0.01%	1800
2024 Q4	$6.62K	Sell	295 -400	-58%	-$9.4K	﹤0.01%	1854
2024 Q3	$16.3K	Hold	695	–	–	﹤0.01%	1402
2024 Q2	$15.1K	Hold	695	–	–	﹤0.01%	1407
2024 Q1	$15.3K	Hold	695	–	–	﹤0.01%	1352
2023 Q4	$14.2K	Hold	695	–	–	﹤0.01%	1359
2023 Q3	$13.7K	Hold	695	–	–	﹤0.01%	1250
2023 Q2	$14K	Hold	695	–	–	﹤0.01%	1270
2023 Q1	$14.1K	Hold	695	–	–	﹤0.01%	1239
2022 Q4	$14.5K	Hold	695	–	–	﹤0.01%	1241
2022 Q3	$13K	Hold	695	–	–	﹤0.01%	1198
2022 Q2	$14K	Buy	695 +295	+74%	+$6.23K	﹤0.01%	1125
2022 Q1	$9K	Hold	400	–	–	﹤0.01%	1326
2021 Q4	$8K	Buy	+400	New	+$7.84K	﹤0.01%	1357
2020 Q4	–	Sell	-375	Closed	-$6K	–	1817
2020 Q3	$6K	Buy	+375	New	+$6.24K	﹤0.01%	1028

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 $445B AUM 25.58% 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

Lindbrook Capital's HDV Position: Q1 2025 in Review

Lindbrook Capital held its iShares Core High Dividend ETF (HDV) position steady in Q1 2025 at 295 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Lindbrook Capital first reported a position in HDV in Q3 2020 and has held it in 15 quarters since. The position peaked at $16.3K in Q3 2024. 775 funds tracked by Wall St. Rank hold HDV as of Q1 2025.

Lindbrook Capital held 295 shares of iShares Core High Dividend ETF worth $7.15K as of Q1 2025.
Lindbrook Capital left its iShares Core High Dividend ETF share count unchanged in Q1 2025.
iShares Core High Dividend ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1800 holding.
Lindbrook Capital first reported a position in iShares Core High Dividend ETF in Q3 2020 and has held it in 15 quarters since.
Lindbrook Capital's iShares Core High Dividend ETF position peaked at $16.3K in Q3 2024.
775 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.