SWA
HDV

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

Strategies Wealth Advisors’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
2025
Q3 		– Sell
-9,095
Closed -$213K – 191
2025
Q2 		$213K Hold
9,095
– – 0.02% 175
2025
Q1 		$220K Hold
9,095
– – 0.03% 162
2024
Q4 		$211K Hold
9,095
– – 0.03% 120
2024
Q3 		$214K Sell
9,095
-955
-10% -$21.9K 0.03% 89
2024
Q2 		$219K Hold
10,050
– – 0.03% 82
2024
Q1 		$221K Buy
10,050
+5
+0% +$105 0.03% 89
2023
Q4 		$205K Sell
10,045
-95
-0.9% -$1.87K 0.04% 84
2023
Q3 		$201K Hold
10,140
– – 0.04% 76
2023
Q2 		$204K Buy
+10,140
New +$204K 0.04% 81

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return