Stuart Chaussee & Associates’s iShares Core High Dividend ETF HDV Stock Holding History

Stuart Chaussee & Associates’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	-1,217,520	Closed	-$26M	–	163
2022 Q1	$26M	Buy	+1,217,520	New	+$25.3M	12.4%	4
2020 Q1	–	Sell	-550	Closed	-$11K	–	94
2019 Q4	$11K	Hold	550	–	–	0.01%	80
2019 Q3	$10K	Hold	550	–	–	0.01%	86
2019 Q2	$10K	Sell	550 -1,060	-66%	-$19.9K	0.01%	88
2019 Q1	$30K	Buy	1,610 +1,060	+193%	+$19K	0.02%	57
2018 Q4	$9K	Hold	550	–	–	0.01%	74
2018 Q3	$10K	Hold	550	–	–	0.01%	89
2018 Q2	$9K	Hold	550	–	–	0.01%	95
2018 Q1	$9K	Sell	550 -575	-51%	-$10.2K	0.04%	62
2017 Q4	$20K	Hold	1,125	–	–	0.01%	54
2017 Q3	$19K	Hold	1,125	–	–	0.01%	53
2017 Q2	$19K	Buy	+1,125	New	+$18.9K	0.01%	46
2016 Q4	–	Sell	-337,300	Closed	-$5.48M	–	68
2016 Q3	$5.48M	Sell	337,300 -6,390	-2%	-$105K	4.46%	4
2016 Q2	$5.65M	Buy	343,690 +315,575	+1,122%	+$5.02M	4.64%	4
2016 Q1	$438K	Buy	+28,115	New	+$418K	0.4%	8

Other funds holding HDV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 $74.2B AUM 21.09% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

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

Stuart Chaussee & Associates's HDV Position: Q2 2022 in Review

Stuart Chaussee & Associates sold out of iShares Core High Dividend ETF (HDV) in Q2 2022, closing a stake of 1,217,520 shares — an estimated $26M sold.

Stuart Chaussee & Associates first reported a position in HDV in Q1 2016 and held it in 15 quarters. The position peaked at $26M in Q1 2022. 731 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

Stuart Chaussee & Associates reported no remaining iShares Core High Dividend ETF position as of Q2 2022 after selling out during the quarter.
Stuart Chaussee & Associates sold 1,217,520 iShares Core High Dividend ETF shares in Q2 2022, an estimated $26M.
Stuart Chaussee & Associates first reported a position in iShares Core High Dividend ETF in Q1 2016 and held it in 15 quarters.
Stuart Chaussee & Associates's iShares Core High Dividend ETF position peaked at $26M in Q1 2022.
731 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2022, filed 15 Jul 2022.