Silvercrest Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Silvercrest Asset 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
2024 Q4	–	Sell	-16,680	Closed	-$392K	–	845
2024 Q3	$392K	Buy	+16,680	New	+$382K	﹤0.01%	684

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Silvercrest Asset Management's HDV Position: Q4 2024 in Review

Silvercrest Asset Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2024, closing a stake of 16,680 shares — an estimated $392K sold.

Silvercrest Asset Management first reported a position in HDV in Q3 2024 and held it in 1 quarter. The position peaked at $392K in Q3 2024. 772 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

Silvercrest Asset Management reported no remaining iShares Core High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Silvercrest Asset Management sold 16,680 iShares Core High Dividend ETF shares in Q4 2024, an estimated $392K.
Silvercrest Asset Management first reported a position in iShares Core High Dividend ETF in Q3 2024 and held it in 1 quarter.
Silvercrest Asset Management's iShares Core High Dividend ETF position peaked at $392K in Q3 2024.
772 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on Silvercrest Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.