ORG Partners’s iShares Core High Dividend ETF HDV Stock Holding History

ORG Partners’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
2023 Q3	–	Sell	-10	Closed	-$101	–	1465
2023 Q2	$101	Buy	+10	New	+$201	﹤0.01%	1332

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

ORG Partners's HDV Position: Q3 2023 in Review

ORG Partners sold out of iShares Core High Dividend ETF (HDV) in Q3 2023, closing a stake of 10 shares — an estimated $101 sold.

ORG Partners first reported a position in HDV in Q2 2023 and held it in 1 quarter. The position peaked at $101 in Q2 2023. 700 funds tracked by Wall St. Rank hold HDV as of Q3 2023.

ORG Partners reported no remaining iShares Core High Dividend ETF position as of Q3 2023 after selling out during the quarter.
ORG Partners sold 10 iShares Core High Dividend ETF shares in Q3 2023, an estimated $101.
ORG Partners first reported a position in iShares Core High Dividend ETF in Q2 2023 and held it in 1 quarter.
ORG Partners's iShares Core High Dividend ETF position peaked at $101 in Q2 2023.
700 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2023.

Based on ORG Partners's 13F filing for Q3 2023, filed 3 Nov 2023.