United Capital Management of KS’s iShares Core High Dividend ETF HDV Stock Holding History

United Capital Management of KS’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
2024 Q4	–	Sell	-10,435	Closed	-$246K	–	93
2024 Q3	$246K	Sell	10,435 -300	-3%	-$6.87K	0.05%	76
2024 Q2	$233K	Buy	10,735 +880	+9%	+$19.2K	0.05%	72
2024 Q1	$217K	Buy	+9,855	New	+$207K	0.05%	78
2022 Q2	–	Sell	-11,265	Closed	-$241K	–	89
2022 Q1	$241K	Buy	11,265 +345	+3%	+$7.16K	0.09%	85
2021 Q4	$221K	Buy	+10,920	New	+$214K	0.08%	87
2020 Q1	–	Sell	-13,770	Closed	-$270K	–	89
2019 Q4	$270K	Buy	+13,770	New	+$263K	0.17%	94

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

MYLI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.78B AUM 32.11% 1-Year Est. Return

United Capital Management of KS's HDV Position: Q4 2024 in Review

United Capital Management of KS sold out of iShares Core High Dividend ETF (HDV) in Q4 2024, closing a stake of 10,435 shares — an estimated $246K sold.

United Capital Management of KS first reported a position in HDV in Q4 2019 and held it in 6 quarters. The position peaked at $270K in Q4 2019. 773 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

United Capital Management of KS reported no remaining iShares Core High Dividend ETF position as of Q4 2024 after selling out during the quarter.
United Capital Management of KS sold 10,435 iShares Core High Dividend ETF shares in Q4 2024, an estimated $246K.
United Capital Management of KS first reported a position in iShares Core High Dividend ETF in Q4 2019 and held it in 6 quarters.
United Capital Management of KS's iShares Core High Dividend ETF position peaked at $270K in Q4 2019.
773 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on United Capital Management of KS's 13F filing for Q4 2024, filed 10 Feb 2025.