Lineweaver Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Lineweaver Wealth Advisors’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	-16,860	Closed	-$346K	–	126
2023 Q1	$346K	Sell	16,860 -308,850	-95%	-$6.34M	0.11%	101
2022 Q4	$6.79M	Buy	325,710 +420	+0.1%	+$8.59K	2.06%	12
2022 Q3	$5.94M	Buy	325,290 +8,720	+3%	+$176K	1.93%	12
2022 Q2	$6.36M	Buy	+316,570	New	+$6.69M	2.1%	12

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 29.2% 1-Year Est. Return

Lineweaver Wealth Advisors's HDV Position: Q2 2023 in Review

Lineweaver Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2023, closing a stake of 16,860 shares — an estimated $346K sold.

Lineweaver Wealth Advisors first reported a position in HDV in Q2 2022 and held it in 4 quarters. The position peaked at $6.79M in Q4 2022. 713 funds tracked by Wall St. Rank hold HDV as of Q2 2023.

Lineweaver Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Lineweaver Wealth Advisors sold 16,860 iShares Core High Dividend ETF shares in Q2 2023, an estimated $346K.
Lineweaver Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 4 quarters.
Lineweaver Wealth Advisors's iShares Core High Dividend ETF position peaked at $6.79M in Q4 2022.
713 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.