Private Wealth Advisors (Pennsylvania)’s iShares Core High Dividend ETF HDV Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$1.43M	Buy	81,300 +52,575	+183%	+$891K	0.81%	29
2020 Q3	$462K	Buy	28,725 +5,375	+23%	+$89.4K	0.3%	60
2020 Q2	$379K	Buy	+23,350	New	+$377K	0.26%	66
2020 Q1	–	Sell	-65,300	Closed	-$1.25M	–	104
2019 Q4	$1.25M	Buy	65,300 +14,475	+28%	+$276K	0.67%	46
2019 Q3	$957K	Buy	50,825 +12,775	+34%	+$240K	0.49%	56
2019 Q2	$719K	Buy	38,050 +5,050	+15%	+$94.7K	0.25%	88
2019 Q1	$616K	Buy	33,000 +3,600	+12%	+$64.6K	0.23%	94
2018 Q4	$496K	Hold	29,400	–	–	0.22%	96
2018 Q3	$532K	Sell	29,400 -1,450	-5%	-$25.7K	0.2%	95
2018 Q2	$524K	Buy	30,850 +2,225	+8%	+$37.8K	0.21%	95
2018 Q1	$484K	Buy	28,625 +5,575	+24%	+$98.4K	0.19%	96
2017 Q4	$416K	Buy	23,050 +1,500	+7%	+$26.2K	0.16%	101
2017 Q3	$370K	Buy	21,550 +1,250	+6%	+$21.1K	0.15%	106
2017 Q2	$338K	Buy	+20,300	New	+$341K	0.14%	104

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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s HDV Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its iShares Core High Dividend ETF (HDV) stake by 183% in Q4 2020, buying an estimated $891K and bringing the position to 81,300 shares worth $1.43M. The position accounts for 0.81% of the portfolio, ranked #29.

Private Wealth Advisors (Pennsylvania) first reported a position in HDV in Q2 2017 and has held it in 14 quarters since. 506 funds tracked by Wall St. Rank hold HDV as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 81,300 shares of iShares Core High Dividend ETF worth $1.43M as of Q4 2020.
Private Wealth Advisors (Pennsylvania) bought 52,575 iShares Core High Dividend ETF shares in Q4 2020, an estimated $891K.
iShares Core High Dividend ETF made up 0.81% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #29 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in iShares Core High Dividend ETF in Q2 2017 and has held it in 14 quarters since.
506 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.