Stokes Family Office’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-24,460
Closed -$510K 308
2022
Q4
$510K Sell
24,460
-385,525
-94% -$7.89M 0.07% 162
2022
Q3
$7.49M Sell
409,985
-99,685
-20% -$2.01M 1.07% 20
2022
Q2
$10.2M Buy
+509,670
New +$10.8M 1.4% 16

Other funds holding HDV

Stokes Family Office's HDV Position: Q1 2023 in Review

Stokes Family Office sold out of iShares Core High Dividend ETF (HDV) in Q1 2023, closing a stake of 24,460 shares — an estimated $510K sold.

Stokes Family Office first reported a position in HDV in Q2 2022 and held it in 3 quarters. The position peaked at $10.2M in Q2 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

  • Stokes Family Office reported no remaining iShares Core High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Stokes Family Office sold 24,460 iShares Core High Dividend ETF shares in Q1 2023, an estimated $510K.
  • Stokes Family Office first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 3 quarters.
  • Stokes Family Office's iShares Core High Dividend ETF position peaked at $10.2M in Q2 2022.
  • 715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on Stokes Family Office's 13F filing for Q1 2023, filed 8 May 2023.