S
HDV

SignatureFD’s iShares Core High Dividend ETF HDV Stock Holding History

SignatureFD’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
2026
Q1 		$41.5K Buy
1,530
+1,220
+394% +$32.5K ﹤0.01% 1834
2025
Q4 		$7.54K Buy
310
+5
+2% +$122 ﹤0.01% 2547
2025
Q3 		$7.51K Hold
305
– – ﹤0.01% 2510
2025
Q2 		$7.13K Sell
305
-670
-69% -$15.4K ﹤0.01% 2471
2025
Q1 		$23.7K Sell
975
-9,840
-91% -$230K ﹤0.01% 1982
2024
Q4 		$243K Buy
+10,815
New +$254K ﹤0.01% 787
2023
Q1 		– Sell
-2,970
Closed -$61.9K – 3328
2022
Q4 		$61.9K Buy
2,970
+125
+4% +$2.56K ﹤0.01% 1251
2022
Q3 		$52K Hold
2,845
– – ﹤0.01% 1250
2022
Q2 		$57K Buy
2,845
+125
+5% +$2.64K ﹤0.01% 1220
2022
Q1 		$58K Hold
2,720
– – ﹤0.01% 1294
2021
Q4 		$55K Hold
2,720
– – ﹤0.01% 1286
2021
Q3 		$51K Buy
+2,720
New +$52.6K ﹤0.01% 1284
2020
Q4 		– Sell
-990
Closed -$16K – 2608
2020
Q3 		$16K Buy
+990
New +$16.5K ﹤0.01% 1463
2019
Q1 		– Sell
-2,900
Closed -$49K – 2009
2018
Q4 		$49K Buy
+2,900
New +$51.6K ﹤0.01% 849

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return