Pinnacle Private Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$3.19M Buy
158,840
+14,430
+10% +$305K 1.25% 11
2022
Q1
$3.09M Buy
144,410
+4,900
+4% +$102K 0.96% 15
2021
Q4
$2.82M Buy
+139,510
New +$2.74M 0.88% 20

Other funds holding HDV

Pinnacle Private Wealth's HDV Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares Core High Dividend ETF (HDV) stake by 10% in Q2 2022, buying an estimated $305K and bringing the position to 158,840 shares worth $3.19M. The position accounts for 1.25% of the portfolio, ranked #11.

Pinnacle Private Wealth first reported a position in HDV in Q4 2021 and has held it in 3 quarters since. 732 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

  • Pinnacle Private Wealth held 158,840 shares of iShares Core High Dividend ETF worth $3.19M as of Q2 2022.
  • Pinnacle Private Wealth bought 14,430 iShares Core High Dividend ETF shares in Q2 2022, an estimated $305K.
  • iShares Core High Dividend ETF made up 1.25% of Pinnacle Private Wealth's portfolio in Q2 2022, its #11 holding.
  • Pinnacle Private Wealth first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 3 quarters since.
  • 732 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.