RSWM
HDV

Robertson Stephens Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Robertson Stephens Wealth Management’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
2022
Q3 		– Sell
-58,955
Closed -$1.18M – 375
2022
Q2 		$1.18M Buy
+58,955
New +$1.25M 0.11% 145

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Robertson Stephens Wealth Management's HDV Position: Q3 2022 in Review

Robertson Stephens Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q3 2022, closing a stake of 58,955 shares — an estimated $1.18M sold.

Robertson Stephens Wealth Management first reported a position in HDV in Q2 2022 and held it in 1 quarter. The position peaked at $1.18M in Q2 2022. 706 funds tracked by Wall St. Rank hold HDV as of Q3 2022.

  • Robertson Stephens Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 58,955 iShares Core High Dividend ETF shares in Q3 2022, an estimated $1.18M.
  • Robertson Stephens Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's iShares Core High Dividend ETF position peaked at $1.18M in Q2 2022.
  • 706 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.