SS
HDV

Steve Schonfeld’s iShares Core High Dividend ETF HDV Stock Holding History

Steve Schonfeld’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
2022
Q2 		– Sell
-118,500
Closed -$2.53M – 2722
2022
Q1 		$2.53M Buy
+118,500
New +$2.46M 0.02% 655

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steve Schonfeld's HDV Position: Q2 2022 in Review

Steve Schonfeld sold out of iShares Core High Dividend ETF (HDV) in Q2 2022, closing a stake of 118,500 shares — an estimated $2.53M sold.

Steve Schonfeld first reported a position in HDV in Q1 2022 and held it in 1 quarter. The position peaked at $2.53M in Q1 2022. 731 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

  • Steve Schonfeld reported no remaining iShares Core High Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Steve Schonfeld sold 118,500 iShares Core High Dividend ETF shares in Q2 2022, an estimated $2.53M.
  • Steve Schonfeld first reported a position in iShares Core High Dividend ETF in Q1 2022 and held it in 1 quarter.
  • Steve Schonfeld's iShares Core High Dividend ETF position peaked at $2.53M in Q1 2022.
  • 731 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.