RIS
HDV

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

Retirement Income Solutions’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
2023
Q1 		– Sell
-15,680
Closed -$327K – 137
2022
Q4 		$327K Buy
+15,680
New +$321K 0.1% 92

Other funds holding HDV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Retirement Income Solutions's HDV Position: Q1 2023 in Review

Retirement Income Solutions sold out of iShares Core High Dividend ETF (HDV) in Q1 2023, closing a stake of 15,680 shares — an estimated $327K sold.

Retirement Income Solutions first reported a position in HDV in Q4 2022 and held it in 1 quarter. The position peaked at $327K in Q4 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

  • Retirement Income Solutions reported no remaining iShares Core High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Income Solutions sold 15,680 iShares Core High Dividend ETF shares in Q1 2023, an estimated $327K.
  • Retirement Income Solutions first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Income Solutions's iShares Core High Dividend ETF position peaked at $327K in Q4 2022.
  • 715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on Retirement Income Solutions's 13F filing for Q1 2023, filed 5 May 2023.