SW
HDV

Simplicity Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-9,450
Closed -$205K – 786
2024
Q2 		$205K Hold
9,450
– – ﹤0.01% 1105
2024
Q1 		$208K Buy
+9,450
New +$199K 0.01% 1053

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Simplicity Wealth's HDV Position: Q3 2024 in Review

Simplicity Wealth sold out of iShares Core High Dividend ETF (HDV) in Q3 2024, closing a stake of 9,450 shares — an estimated $205K sold.

Simplicity Wealth first reported a position in HDV in Q1 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2024. 733 funds tracked by Wall St. Rank hold HDV as of Q3 2024.

  • Simplicity Wealth reported no remaining iShares Core High Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 9,450 iShares Core High Dividend ETF shares in Q3 2024, an estimated $205K.
  • Simplicity Wealth first reported a position in iShares Core High Dividend ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's iShares Core High Dividend ETF position peaked at $208K in Q1 2024.
  • 733 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.