Resurgent Financial Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Resurgent Financial 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 Q2	–	Sell	-12,020	Closed	-$265K	–	187
2024 Q1	$265K	Buy	12,020 +4,510	+60%	+$94.8K	0.14%	156
2023 Q4	$153K	Sell	7,510 -15	-0.2%	-$295	0.09%	191
2023 Q3	$149K	Buy	7,525 +360	+5%	+$7.37K	0.1%	182
2023 Q2	$144K	Sell	7,165 -12,235	-63%	-$246K	0.1%	186
2023 Q1	$394K	Sell	19,400 -265	-1%	-$5.44K	0.26%	89
2022 Q4	$410K	Sell	19,665 -1,290	-6%	-$26.4K	0.22%	106
2022 Q3	$382K	Buy	20,955 +4,460	+27%	+$90.1K	0.26%	109
2022 Q2	$331K	Sell	16,495 -1,620	-9%	-$34.2K	0.21%	125
2022 Q1	$387K	Buy	+18,115	New	+$376K	0.24%	105

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAM

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

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

Resurgent Financial Advisors's HDV Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2024, closing a stake of 12,020 shares — an estimated $265K sold.

Resurgent Financial Advisors first reported a position in HDV in Q1 2022 and held it in 9 quarters. The position peaked at $410K in Q4 2022. 702 funds tracked by Wall St. Rank hold HDV as of Q2 2024.

Resurgent Financial Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 12,020 iShares Core High Dividend ETF shares in Q2 2024, an estimated $265K.
Resurgent Financial Advisors first reported a position in iShares Core High Dividend ETF in Q1 2022 and held it in 9 quarters.
Resurgent Financial Advisors's iShares Core High Dividend ETF position peaked at $410K in Q4 2022.
702 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.