Parisi Gray Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Parisi Gray Wealth Management’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
2021 Q3	–	Sell	-1,875	Closed	-$36K	–	300
2021 Q2	$36K	Buy	+1,875	New	+$36.4K	0.01%	323
2018 Q2	–	Sell	-3,525	Closed	-$59K	–	623
2018 Q1	$59K	Hold	3,525	–	–	0.05%	196
2017 Q4	$64K	Buy	+3,525	New	+$61.7K	0.05%	183

Other funds holding HDV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Parisi Gray Wealth Management's HDV Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q3 2021, closing a stake of 1,875 shares — an estimated $36K sold.

Parisi Gray Wealth Management first reported a position in HDV in Q4 2017 and held it in 3 quarters. The position peaked at $64K in Q4 2017. 521 funds tracked by Wall St. Rank hold HDV as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,875 iShares Core High Dividend ETF shares in Q3 2021, an estimated $36K.
Parisi Gray Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2017 and held it in 3 quarters.
Parisi Gray Wealth Management's iShares Core High Dividend ETF position peaked at $64K in Q4 2017.
521 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.