Sargent Bickham Lagudis’s iShares Core High Dividend ETF HDV Stock Holding History

Sargent Bickham Lagudis’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 Q4	$50.8K	Hold	2,435	–	–	﹤0.01%	437
2022 Q3	$44K	Hold	2,435	–	–	﹤0.01%	432
2022 Q2	$49K	Sell	2,435 -465	-16%	-$9.82K	﹤0.01%	424
2022 Q1	$62K	Buy	2,900 +465	+19%	+$9.65K	﹤0.01%	409
2021 Q4	$49K	Hold	2,435	–	–	﹤0.01%	453
2021 Q3	$46K	Hold	2,435	–	–	﹤0.01%	460
2021 Q2	$47K	Buy	+2,435	New	+$47.3K	﹤0.01%	464
2020 Q1	–	Sell	-2,935	Closed	-$58K	–	836
2019 Q4	$58K	Hold	2,935	–	–	0.01%	356
2019 Q3	$55K	Hold	2,935	–	–	0.01%	337
2019 Q2	$55K	Sell	2,935 -3,330	-53%	-$62.5K	0.01%	354
2019 Q1	$117K	Buy	+6,265	New	+$112K	0.01%	266

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Sargent Bickham Lagudis's HDV Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares Core High Dividend ETF (HDV) position steady in Q4 2022 at 2,435 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Sargent Bickham Lagudis first reported a position in HDV in Q1 2019 and has held it in 11 quarters since. The position peaked at $117K in Q1 2019. 748 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

Sargent Bickham Lagudis held 2,435 shares of iShares Core High Dividend ETF worth $50.8K as of Q4 2022.
Sargent Bickham Lagudis left its iShares Core High Dividend ETF share count unchanged in Q4 2022.
iShares Core High Dividend ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #437 holding.
Sargent Bickham Lagudis first reported a position in iShares Core High Dividend ETF in Q1 2019 and has held it in 11 quarters since.
Sargent Bickham Lagudis's iShares Core High Dividend ETF position peaked at $117K in Q1 2019.
748 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.