Regal Wealth Group’s iShares Core High Dividend ETF HDV Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-490	Closed	-$9K	–	136
2021 Q1	$9K	Buy	490 +5	+1%	+$91	0.01%	183
2020 Q4	$9K	Buy	485 +5	+1%	+$85	0.01%	162
2020 Q3	$8K	Buy	480 +5	+1%	+$83	0.01%	154
2020 Q2	$8K	Buy	475 +5	+1%	+$81	0.01%	148
2020 Q1	$7K	Buy	470 +5	+1%	+$88	0.01%	139
2019 Q4	$9K	Buy	465 +5	+1%	+$95	0.01%	157
2019 Q3	$9K	Buy	460 +5	+1%	+$94	0.01%	130
2019 Q2	$9K	Hold	455	–	–	0.01%	126
2019 Q1	$8K	Buy	455 +5	+1%	+$90	0.01%	124
2018 Q4	$8K	Buy	450 +5	+1%	+$89	0.01%	120
2018 Q3	$8K	Hold	445	–	–	0.01%	124
2018 Q2	$8K	Hold	445	–	–	0.01%	131
2018 Q1	$8K	Hold	445	–	–	0.01%	134
2017 Q4	$8K	Hold	445	–	–	0.01%	135
2017 Q3	$8K	Hold	445	–	–	0.01%	123
2017 Q2	$7K	Hold	445	–	–	0.01%	127
2017 Q1	$7K	Hold	445	–	–	0.01%	124
2016 Q4	$7K	Hold	445	–	–	0.01%	126
2016 Q3	$7K	Hold	445	–	–	0.01%	128
2016 Q2	$7K	Hold	445	–	–	0.01%	128
2016 Q1	$7K	Hold	445	–	–	0.01%	126
2015 Q4	$7K	Buy	+445	New	+$6.58K	0.01%	127

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regal Wealth Group's HDV Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares Core High Dividend ETF (HDV) in Q2 2021, closing a stake of 490 shares — an estimated $9K sold.

Regal Wealth Group first reported a position in HDV in Q4 2015 and held it in 22 quarters. The position peaked at $9K in Q1 2021. 516 funds tracked by Wall St. Rank hold HDV as of Q2 2021.

Regal Wealth Group reported no remaining iShares Core High Dividend ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 490 iShares Core High Dividend ETF shares in Q2 2021, an estimated $9K.
Regal Wealth Group first reported a position in iShares Core High Dividend ETF in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's iShares Core High Dividend ETF position peaked at $9K in Q1 2021.
516 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.