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Oarsman Capital’s iShares Core High Dividend ETF HDV Stock Holding History

Oarsman Capital’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
-875
Closed -$19.6K – 494
2024
Q4 		$19.6K Buy
+875
New +$20.6K ﹤0.01% 599

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Oarsman Capital's HDV Position: Q1 2025 in Review

Oarsman Capital sold out of iShares Core High Dividend ETF (HDV) in Q1 2025, closing a stake of 875 shares — an estimated $19.6K sold.

Oarsman Capital first reported a position in HDV in Q4 2024 and held it in 1 quarter. The position peaked at $19.6K in Q4 2024. 778 funds tracked by Wall St. Rank hold HDV as of Q1 2025.

  • Oarsman Capital reported no remaining iShares Core High Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 875 iShares Core High Dividend ETF shares in Q1 2025, an estimated $19.6K.
  • Oarsman Capital first reported a position in iShares Core High Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Oarsman Capital's iShares Core High Dividend ETF position peaked at $19.6K in Q4 2024.
  • 778 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.