Platte River Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Platte River Wealth Advisors’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 Q3	$1.62M	Buy	68,795 +1,900	+3%	+$43.5K	0.43%	43
2024 Q2	$1.45M	Buy	66,895 +2,055	+3%	+$44.7K	0.41%	43
2024 Q1	$1.43M	Buy	64,840 +670	+1%	+$14.1K	0.41%	42
2023 Q4	$1.31M	Buy	64,170 +26,145	+69%	+$515K	0.43%	45
2023 Q3	$752K	Hold	38,025	–	–	0.28%	56
2023 Q2	$767K	Buy	38,025 +22,500	+145%	+$453K	0.27%	58
2023 Q1	$316K	Hold	15,525	–	–	0.12%	75
2022 Q4	$324K	Buy	15,525 +625	+4%	+$12.8K	0.14%	74
2022 Q3	$272K	Buy	+14,900	New	+$301K	0.12%	76

Other funds holding HDV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Platte River Wealth Advisors's HDV Position: Q3 2024 in Review

Platte River Wealth Advisors increased its iShares Core High Dividend ETF (HDV) stake by 2.8% in Q3 2024, buying an estimated $43.5K and bringing the position to 68,795 shares worth $1.62M. The position accounts for 0.43% of the portfolio, ranked #43.

Platte River Wealth Advisors first reported a position in HDV in Q3 2022 and has held it in 9 quarters since. 733 funds tracked by Wall St. Rank hold HDV as of Q3 2024.

Platte River Wealth Advisors held 68,795 shares of iShares Core High Dividend ETF worth $1.62M as of Q3 2024.
Platte River Wealth Advisors bought 1,900 iShares Core High Dividend ETF shares in Q3 2024, an estimated $43.5K.
iShares Core High Dividend ETF made up 0.43% of Platte River Wealth Advisors's portfolio in Q3 2024, its #43 holding.
Platte River Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q3 2022 and has held it in 9 quarters since.
733 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.