Northwest Investment Counselors’s iShares Core High Dividend ETF HDV Stock Holding History

Northwest Investment Counselors’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 Q3	$1.65K	Buy	+70	New	+$1.6K	﹤0.01%	569
2024 Q2	–	Sell	-70	Closed	-$1.55K	–	300
2024 Q1	$1.55K	Buy	+70	New	+$1.47K	﹤0.01%	494
2023 Q4	–	Sell	-70	Closed	-$1.39K	–	302
2023 Q3	$1.39K	Hold	70	–	–	﹤0.01%	529
2023 Q2	$1.42K	Hold	70	–	–	﹤0.01%	522
2023 Q1	$1.43K	Hold	70	–	–	﹤0.01%	518
2022 Q4	$1.46K	Buy	+70	New	+$1.43K	﹤0.01%	519

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Northwest Investment Counselors's HDV Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in iShares Core High Dividend ETF (HDV) in Q3 2024: 70 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in HDV as recently as Q1 2024.

Northwest Investment Counselors first reported a position in HDV in Q4 2022 and has held it in 6 quarters since. 733 funds tracked by Wall St. Rank hold HDV as of Q3 2024.

Northwest Investment Counselors held 70 shares of iShares Core High Dividend ETF worth $1.65K as of Q3 2024.
iShares Core High Dividend ETF was a new Northwest Investment Counselors position in Q3 2024.
iShares Core High Dividend ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #569 holding.
Northwest Investment Counselors first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 6 quarters since.
733 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.