SSWM
HDV

Sheets Smith Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Sheets Smith Wealth Management’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
Q4 		– Sell
-4,585
Closed -$90.7K – 395
2023
Q3 		$90.7K Buy
+4,585
New +$93.8K 0.01% 357

Other funds holding HDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Sheets Smith Wealth Management's HDV Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2023, closing a stake of 4,585 shares — an estimated $90.7K sold.

Sheets Smith Wealth Management first reported a position in HDV in Q3 2023 and held it in 1 quarter. The position peaked at $90.7K in Q3 2023. 721 funds tracked by Wall St. Rank hold HDV as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,585 iShares Core High Dividend ETF shares in Q4 2023, an estimated $90.7K.
  • Sheets Smith Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares Core High Dividend ETF position peaked at $90.7K in Q3 2023.
  • 721 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.