NFA
HDV

Northwest Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-2,060
Closed -$48.5K – 283
2024
Q3 		$48.5K Buy
+2,060
New +$47.2K 0.04% 232
2024
Q1 		– Sell
-2,060
Closed -$42K – 260
2023
Q4 		$42K Buy
+2,060
New +$40.6K 0.04% 227

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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
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

Northwest Financial Advisors's HDV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares Core High Dividend ETF (HDV) in Q4 2024, closing a stake of 2,060 shares — an estimated $48.5K sold.

Northwest Financial Advisors first reported a position in HDV in Q4 2023 and held it in 2 quarters. The position peaked at $48.5K in Q3 2024. 772 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares Core High Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,060 iShares Core High Dividend ETF shares in Q4 2024, an estimated $48.5K.
  • Northwest Financial Advisors first reported a position in iShares Core High Dividend ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares Core High Dividend ETF position peaked at $48.5K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.