SCA
HDV

Sandy Cove Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Sandy Cove 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
2024
Q2 		– Sell
-13,970
Closed -$308K – 117
2024
Q1 		$308K Buy
+13,970
New +$294K 0.14% 93
2023
Q4 		– Sell
-13,390
Closed -$265K – 125
2023
Q3 		$265K Hold
13,390
– – 0.15% 98
2023
Q2 		$270K Buy
+13,390
New +$269K 0.15% 100

Other funds holding HDV

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
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sandy Cove Advisors's HDV Position: Q2 2024 in Review

Sandy Cove Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2024, closing a stake of 13,970 shares — an estimated $308K sold.

Sandy Cove Advisors first reported a position in HDV in Q2 2023 and held it in 3 quarters. The position peaked at $308K in Q1 2024. 702 funds tracked by Wall St. Rank hold HDV as of Q2 2024.

  • Sandy Cove Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Sandy Cove Advisors sold 13,970 iShares Core High Dividend ETF shares in Q2 2024, an estimated $308K.
  • Sandy Cove Advisors first reported a position in iShares Core High Dividend ETF in Q2 2023 and held it in 3 quarters.
  • Sandy Cove Advisors's iShares Core High Dividend ETF position peaked at $308K in Q1 2024.
  • 702 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2024.

Based on Sandy Cove Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.