River Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-2,800	Closed	-$47K	–	289
2018 Q4	$47K	Hold	2,800	–	–	0.02%	251
2018 Q3	$51K	Sell	2,800 -385	-12%	-$6.83K	0.02%	276
2018 Q2	$54K	Buy	+3,185	New	+$54.2K	0.02%	268

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

River Wealth Advisors's HDV Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q1 2019, closing a stake of 2,800 shares — an estimated $47K sold.

River Wealth Advisors first reported a position in HDV in Q2 2018 and held it in 3 quarters. The position peaked at $54K in Q2 2018. 458 funds tracked by Wall St. Rank hold HDV as of Q1 2019.

River Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 2,800 iShares Core High Dividend ETF shares in Q1 2019, an estimated $47K.
River Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's iShares Core High Dividend ETF position peaked at $54K in Q2 2018.
458 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.