Summit Investment Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History

Summit Investment Advisory Services’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 Q1	–	Sell	-42,795	Closed	-$961K	–	69
2024 Q4	$961K	Sell	42,795 -450	-1%	-$10.6K	0.5%	25
2024 Q3	$1.02M	Buy	+43,245	New	+$990K	0.54%	25
2024 Q2	–	Sell	-41,775	Closed	-$921K	–	61
2024 Q1	$921K	Sell	41,775 -535	-1%	-$11.2K	0.55%	26
2023 Q4	$863K	Sell	42,310 -12,360	-23%	-$243K	0.54%	25
2023 Q3	$1.08M	Buy	54,670 +125	+0.2%	+$2.56K	0.8%	18
2023 Q2	$1.1M	Buy	54,545 +1,280	+2%	+$25.8K	0.73%	18
2023 Q1	$1.08M	Buy	53,265 +1,965	+4%	+$40.3K	0.77%	18
2022 Q4	$1.07M	Buy	+51,300	New	+$1.05M	1.29%	16

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

LPL Financial San Diego, California $377B AUM 19.32% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Summit Investment Advisory Services's HDV Position: Q1 2025 in Review

Summit Investment Advisory Services sold out of iShares Core High Dividend ETF (HDV) in Q1 2025, closing a stake of 42,795 shares — an estimated $961K sold.

Summit Investment Advisory Services first reported a position in HDV in Q4 2022 and held it in 8 quarters. The position peaked at $1.1M in Q2 2023. 774 funds tracked by Wall St. Rank hold HDV as of Q1 2025.

Summit Investment Advisory Services reported no remaining iShares Core High Dividend ETF position as of Q1 2025 after selling out during the quarter.
Summit Investment Advisory Services sold 42,795 iShares Core High Dividend ETF shares in Q1 2025, an estimated $961K.
Summit Investment Advisory Services first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 8 quarters.
Summit Investment Advisory Services's iShares Core High Dividend ETF position peaked at $1.1M in Q2 2023.
774 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2025.

Based on Summit Investment Advisory Services's 13F filing for Q1 2025, filed 11 Apr 2025.