Sanford Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$792K Buy
37,995
+100
+0.3% +$2.05K 0.19% 63
2022
Q3
$693K Buy
37,895
+14,005
+59% +$283K 0.2% 58
2022
Q2
$480K Buy
23,890
+280
+1% +$5.91K 0.14% 68
2022
Q1
$505K Buy
23,610
+750
+3% +$15.6K 0.14% 62
2021
Q4
$462K Buy
22,860
+70
+0.3% +$1.37K 0.1% 68
2021
Q3
$430K Sell
22,790
-1,295
-5% -$25.1K 0.11% 71
2021
Q2
$465K Buy
24,085
+440
+2% +$8.55K 0.12% 65
2021
Q1
$449K Hold
23,645
0.13% 63
2020
Q4
$414K Buy
+23,645
New +$401K 0.13% 64

Other funds holding HDV

Sanford Advisory Services's HDV Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares Core High Dividend ETF (HDV) stake by 0.26% in Q4 2022, buying an estimated $2.05K and bringing the position to 37,995 shares worth $792K. The position accounts for 0.19% of the portfolio, ranked #63.

Sanford Advisory Services first reported a position in HDV in Q4 2020 and has held it in 9 quarters since. 748 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

  • Sanford Advisory Services held 37,995 shares of iShares Core High Dividend ETF worth $792K as of Q4 2022.
  • Sanford Advisory Services bought 100 iShares Core High Dividend ETF shares in Q4 2022, an estimated $2.05K.
  • iShares Core High Dividend ETF made up 0.19% of Sanford Advisory Services's portfolio in Q4 2022, its #63 holding.
  • Sanford Advisory Services first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 9 quarters since.
  • 748 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.