ME
HDV

McIlrath & Eck’s iShares Core High Dividend ETF HDV Stock Holding History

McIlrath & Eck’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
2018
Q2 		– Sell
-500
Closed -$8K – 533
2018
Q1 		$8K Sell
500
-250
-33% -$4.41K ﹤0.01% 289
2017
Q4 		$14K Buy
+750
New +$13.1K 0.01% 238

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

McIlrath & Eck's HDV Position: Q2 2018 in Review

McIlrath & Eck sold out of iShares Core High Dividend ETF (HDV) in Q2 2018, closing a stake of 500 shares — an estimated $8K sold.

McIlrath & Eck first reported a position in HDV in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q4 2017. 365 funds tracked by Wall St. Rank hold HDV as of Q2 2018.

  • McIlrath & Eck reported no remaining iShares Core High Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • McIlrath & Eck sold 500 iShares Core High Dividend ETF shares in Q2 2018, an estimated $8K.
  • McIlrath & Eck first reported a position in iShares Core High Dividend ETF in Q4 2017 and held it in 2 quarters.
  • McIlrath & Eck's iShares Core High Dividend ETF position peaked at $14K in Q4 2017.
  • 365 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2018.

Based on McIlrath & Eck's 13F filing for Q2 2018, filed 7 Aug 2018.