Smart Money Group’s iShares Core High Dividend ETF HDV Stock Holding History

Smart Money Group’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
2019 Q4	–	Sell	-11,300	Closed	-$213K	–	85
2019 Q3	$213K	Sell	11,300 -35	-0.3%	-$658	0.17%	61
2019 Q2	$417K	Sell	11,335 -20	-0.2%	-$375	0.34%	51
2019 Q1	$212K	Buy	+11,355	New	+$204K	0.19%	60
2018 Q2	–	Sell	-274,980	Closed	-$4.65M	–	59
2018 Q1	$4.65M	Buy	+274,980	New	+$4.85M	4.72%	6

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Smart Money Group's HDV Position: Q4 2019 in Review

Smart Money Group sold out of iShares Core High Dividend ETF (HDV) in Q4 2019, closing a stake of 11,300 shares — an estimated $213K sold.

Smart Money Group first reported a position in HDV in Q1 2018 and held it in 4 quarters. The position peaked at $4.65M in Q1 2018. 559 funds tracked by Wall St. Rank hold HDV as of Q4 2019.

Smart Money Group reported no remaining iShares Core High Dividend ETF position as of Q4 2019 after selling out during the quarter.
Smart Money Group sold 11,300 iShares Core High Dividend ETF shares in Q4 2019, an estimated $213K.
Smart Money Group first reported a position in iShares Core High Dividend ETF in Q1 2018 and held it in 4 quarters.
Smart Money Group's iShares Core High Dividend ETF position peaked at $4.65M in Q1 2018.
559 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2019.

Based on Smart Money Group's 13F filing for Q4 2019, filed 18 Feb 2020.