Ogorek Anthony Joseph’s iShares Core High Dividend ETF HDV Stock Holding History

Ogorek Anthony Joseph’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 Q3	–	Sell	-445	Closed	-$10K	–	663
2025 Q2	$10K	Hold	445	–	–	﹤0.01%	382
2025 Q1	$10K	Hold	445	–	–	﹤0.01%	362
2024 Q4	$9K	Hold	445	–	–	﹤0.01%	228
2024 Q3	$10K	Hold	445	–	–	﹤0.01%	209
2024 Q2	$9K	Hold	445	–	–	﹤0.01%	208
2024 Q1	$9K	Hold	445	–	–	﹤0.01%	212
2023 Q4	$9K	Buy	+445	New	+$8.76K	﹤0.01%	217

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Ogorek Anthony Joseph's HDV Position: Q3 2025 in Review

Ogorek Anthony Joseph sold out of iShares Core High Dividend ETF (HDV) in Q3 2025, closing a stake of 445 shares — an estimated $10K sold.

Ogorek Anthony Joseph first reported a position in HDV in Q4 2023 and held it in 7 quarters. The position peaked at $10K in Q2 2025. 783 funds tracked by Wall St. Rank hold HDV as of Q3 2025.

Ogorek Anthony Joseph reported no remaining iShares Core High Dividend ETF position as of Q3 2025 after selling out during the quarter.
Ogorek Anthony Joseph sold 445 iShares Core High Dividend ETF shares in Q3 2025, an estimated $10K.
Ogorek Anthony Joseph first reported a position in iShares Core High Dividend ETF in Q4 2023 and held it in 7 quarters.
Ogorek Anthony Joseph's iShares Core High Dividend ETF position peaked at $10K in Q2 2025.
783 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q3 2025, filed 4 Nov 2025.