McAdam LLC’s iShares Core High Dividend ETF HDV Stock Holding History

McAdam LLC’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	–	Sell	-9,665	Closed	-$217K	–	365
2024 Q4	$217K	Buy	+9,665	New	+$227K	0.01%	328
2018 Q4	–	Sell	-3,625	Closed	-$66K	–	276
2018 Q3	$66K	Hold	3,625	–	–	0.02%	146
2018 Q2	$62K	Hold	3,625	–	–	0.03%	132
2018 Q1	$61K	Buy	+3,625	New	+$64K	0.03%	135

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 $377B AUM 19.32% 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 $2.53B AUM 25.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

McAdam LLC's HDV Position: Q1 2025 in Review

McAdam LLC sold out of iShares Core High Dividend ETF (HDV) in Q1 2025, closing a stake of 9,665 shares — an estimated $217K sold.

McAdam LLC first reported a position in HDV in Q1 2018 and held it in 4 quarters. The position peaked at $217K in Q4 2024. 774 funds tracked by Wall St. Rank hold HDV as of Q1 2025.

McAdam LLC reported no remaining iShares Core High Dividend ETF position as of Q1 2025 after selling out during the quarter.
McAdam LLC sold 9,665 iShares Core High Dividend ETF shares in Q1 2025, an estimated $217K.
McAdam LLC first reported a position in iShares Core High Dividend ETF in Q1 2018 and held it in 4 quarters.
McAdam LLC's iShares Core High Dividend ETF position peaked at $217K in Q4 2024.
774 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2025.

Based on McAdam LLC's 13F filing for Q1 2025, filed 21 May 2025.