RG
HDV

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

Retirement 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
2019
Q4 		$120K Buy
+6,100
New +$116K 0.08% 149

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Group's HDV Position: Q4 2019 in Review

Retirement Group opened a new position in iShares Core High Dividend ETF (HDV) in Q4 2019: 6,100 shares worth $120K. The stake represents 0.08% of the portfolio and ranks #149 among its holdings.

559 funds tracked by Wall St. Rank hold HDV as of Q4 2019.

  • Retirement Group held 6,100 shares of iShares Core High Dividend ETF worth $120K as of Q4 2019.
  • iShares Core High Dividend ETF was a new Retirement Group position in Q4 2019.
  • iShares Core High Dividend ETF made up 0.08% of Retirement Group's portfolio in Q4 2019, its #149 holding.
  • 559 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2019.

Based on Retirement Group's 13F filing for Q4 2019, filed 30 Aug 2021.