Second Half Financial Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Second Half Financial Partners’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
2023 Q3	–	Sell	-35,530	Closed	-$716K	–	76
2023 Q2	$716K	Buy	+35,530	New	+$715K	0.16%	94

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Second Half Financial Partners's HDV Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares Core High Dividend ETF (HDV) in Q3 2023, closing a stake of 35,530 shares — an estimated $716K sold.

Second Half Financial Partners first reported a position in HDV in Q2 2023 and held it in 1 quarter. The position peaked at $716K in Q2 2023. 699 funds tracked by Wall St. Rank hold HDV as of Q3 2023.

Second Half Financial Partners reported no remaining iShares Core High Dividend ETF position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 35,530 iShares Core High Dividend ETF shares in Q3 2023, an estimated $716K.
Second Half Financial Partners first reported a position in iShares Core High Dividend ETF in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's iShares Core High Dividend ETF position peaked at $716K in Q2 2023.
699 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.