PIM
HDV

Parker Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History

Parker Investment 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
2024
Q4 		– Sell
-19,900
Closed -$468K – 33
2024
Q3 		$468K Buy
+19,900
New +$456K 0.07% 23
2023
Q2 		– Sell
-19,665
Closed -$400K – 29
2023
Q1 		$400K Buy
+19,665
New +$404K 0.08% 23

Other funds holding HDV

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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Parker Investment Management's HDV Position: Q4 2024 in Review

Parker Investment Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2024, closing a stake of 19,900 shares — an estimated $468K sold.

Parker Investment Management first reported a position in HDV in Q1 2023 and held it in 2 quarters. The position peaked at $468K in Q3 2024. 772 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

  • Parker Investment Management reported no remaining iShares Core High Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Parker Investment Management sold 19,900 iShares Core High Dividend ETF shares in Q4 2024, an estimated $468K.
  • Parker Investment Management first reported a position in iShares Core High Dividend ETF in Q1 2023 and held it in 2 quarters.
  • Parker Investment Management's iShares Core High Dividend ETF position peaked at $468K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on Parker Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.