Sanchez Wealth Management Group’s iShares Core High Dividend ETF HDV Stock Holding History

Sanchez Wealth Management Group’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
2020 Q4	–	Sell	-41,210	Closed	-$663K	–	28
2020 Q3	$663K	Buy	41,210 +2,425	+6%	+$40.3K	0.39%	18
2020 Q2	$629K	Buy	38,785 +2,155	+6%	+$34.8K	0.42%	17
2020 Q1	$524K	Buy	36,630 +955	+3%	+$16.9K	0.48%	15
2019 Q4	$700K	Sell	35,675 -170	-0.5%	-$3.24K	0.51%	14
2019 Q3	$675K	Buy	35,845 +150	+0.4%	+$2.82K	0.56%	15
2019 Q2	$675K	Buy	35,695 +3,540	+11%	+$66.4K	0.58%	16
2019 Q1	$600K	Sell	32,155 -3,115	-9%	-$55.9K	0.54%	17
2018 Q4	$595K	Sell	35,270 -239,210	-87%	-$4.25M	0.66%	15
2018 Q3	$5M	Buy	274,480 +255	+0.1%	+$4.52K	5.12%	7
2018 Q2	$4.66M	Buy	274,225 +1,335	+0.5%	+$22.7K	4.41%	8
2018 Q1	$4.52M	Buy	272,890 +3,740	+1%	+$66K	4.57%	8
2017 Q4	$4.9M	Buy	+269,150	New	+$4.71M	5.05%	8

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

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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sanchez Wealth Management Group's HDV Position: Q4 2020 in Review

Sanchez Wealth Management Group sold out of iShares Core High Dividend ETF (HDV) in Q4 2020, closing a stake of 41,210 shares — an estimated $663K sold.

Sanchez Wealth Management Group first reported a position in HDV in Q4 2017 and held it in 12 quarters. The position peaked at $5M in Q3 2018. 506 funds tracked by Wall St. Rank hold HDV as of Q4 2020.

Sanchez Wealth Management Group reported no remaining iShares Core High Dividend ETF position as of Q4 2020 after selling out during the quarter.
Sanchez Wealth Management Group sold 41,210 iShares Core High Dividend ETF shares in Q4 2020, an estimated $663K.
Sanchez Wealth Management Group first reported a position in iShares Core High Dividend ETF in Q4 2017 and held it in 12 quarters.
Sanchez Wealth Management Group's iShares Core High Dividend ETF position peaked at $5M in Q3 2018.
506 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2020.

Based on Sanchez Wealth Management Group's 13F filing for Q4 2020, filed 1 Feb 2021.