NRW
HDV

Nova R Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Nova R Wealth’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
2022
Q2 		– Sell
-12,000
Closed -$257K – 78
2022
Q1 		$257K Hold
12,000
– – 0.22% 59
2021
Q4 		$242K Buy
+12,000
New +$235K 0.2% 70

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nova R Wealth's HDV Position: Q2 2022 in Review

Nova R Wealth sold out of iShares Core High Dividend ETF (HDV) in Q2 2022, closing a stake of 12,000 shares — an estimated $257K sold.

Nova R Wealth first reported a position in HDV in Q4 2021 and held it in 2 quarters. The position peaked at $257K in Q1 2022. 731 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

  • Nova R Wealth reported no remaining iShares Core High Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Nova R Wealth sold 12,000 iShares Core High Dividend ETF shares in Q2 2022, an estimated $257K.
  • Nova R Wealth first reported a position in iShares Core High Dividend ETF in Q4 2021 and held it in 2 quarters.
  • Nova R Wealth's iShares Core High Dividend ETF position peaked at $257K in Q1 2022.
  • 731 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Nova R Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.