Stone House Investment Management’s iShares Core High Dividend ETF HDV Stock Holding History

Stone House Investment 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
2023 Q1	–	Hold	0	–	–	–	309
2022 Q4	–	Sell	-171,495	Closed	-$3.13M	–	48
2022 Q3	$3.13M	Sell	171,495 -66,370	-28%	-$1.34M	1.45%	14
2022 Q2	$4.78M	Buy	+237,865	New	+$5.02M	2.16%	11

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stone House Investment Management's HDV Position: Q1 2023 in Review

Stone House Investment Management held its iShares Core High Dividend ETF (HDV) position steady in Q1 2023 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Stone House Investment Management first reported a position in HDV in Q2 2022 and has held it in 2 quarters since. The position peaked at $4.78M in Q2 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

Stone House Investment Management held 0 shares of iShares Core High Dividend ETF worth $2 as of Q1 2023.
Stone House Investment Management left its iShares Core High Dividend ETF share count unchanged in Q1 2023.
iShares Core High Dividend ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2023, its #309 holding.
Stone House Investment Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 2 quarters since.
Stone House Investment Management's iShares Core High Dividend ETF position peaked at $4.78M in Q2 2022.
715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on Stone House Investment Management's 13F filing for Q1 2023, filed 26 Apr 2023.