Riverpoint Wealth Management Holdings’s iShares Core High Dividend ETF HDV Stock Holding History

Riverpoint Wealth Management Holdings’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	–	54
2024 Q1	$225K	Sell	10,195 -2,845	-22%	-$59.8K	0.06%	48
2023 Q4	$266K	Hold	13,040	–	–	0.08%	45
2023 Q3	$258K	Hold	13,040	–	–	0.09%	45
2023 Q2	$263K	Hold	13,040	–	–	0.08%	45
2023 Q1	$265K	Sell	13,040 -2,710	-17%	-$55.6K	0.09%	44
2022 Q4	$328K	Hold	15,750	–	–	0.12%	39
2022 Q3	$288K	Buy	+15,750	New	+$318K	0.12%	39

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 $2.78B AUM 32.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Riverpoint Wealth Management Holdings's HDV Position: Q2 2024 in Review

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

Riverpoint Wealth Management Holdings first reported a position in HDV in Q3 2022 and held it in 7 quarters. The position peaked at $328K in Q4 2022. 702 funds tracked by Wall St. Rank hold HDV as of Q2 2024.

Riverpoint Wealth Management Holdings reported no remaining iShares Core High Dividend ETF position as of Q2 2024 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 10,195 iShares Core High Dividend ETF shares in Q2 2024, an estimated $225K.
Riverpoint Wealth Management Holdings first reported a position in iShares Core High Dividend ETF in Q3 2022 and held it in 7 quarters.
Riverpoint Wealth Management Holdings's iShares Core High Dividend ETF position peaked at $328K in Q4 2022.
702 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2024.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2024, filed 1 Aug 2024.