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

RHS Financial’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	-10,195	Closed	-$225K	–	86
2024 Q1	$225K	Buy	+10,195	New	+$214K	0.13%	103
2022 Q4	–	Sell	-20,330	Closed	-$371K	–	95
2022 Q3	$371K	Sell	20,330 -2,670	-12%	-$54K	0.33%	59
2022 Q2	$462K	Buy	+23,000	New	+$486K	0.38%	51

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

RHS Financial's HDV Position: Q2 2024 in Review

RHS Financial sold out of iShares Core High Dividend ETF (HDV) in Q2 2024, closing a stake of 10,195 shares — an estimated $225K sold.

RHS Financial first reported a position in HDV in Q2 2022 and held it in 3 quarters. The position peaked at $462K in Q2 2022. 702 funds tracked by Wall St. Rank hold HDV as of Q2 2024.

RHS Financial reported no remaining iShares Core High Dividend ETF position as of Q2 2024 after selling out during the quarter.
RHS Financial sold 10,195 iShares Core High Dividend ETF shares in Q2 2024, an estimated $225K.
RHS Financial first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 3 quarters.
RHS Financial's iShares Core High Dividend ETF position peaked at $462K in Q2 2022.
702 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2024.

Based on RHS Financial's 13F filing for Q2 2024, filed 16 Jul 2024.