WAL
HDV

W Advisors LLC’s iShares Core High Dividend ETF HDV Stock Holding History

W Advisors LLC’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
Q3 		– Sell
-21,060
Closed -$423K – 99
2022
Q2 		$423K Buy
+21,060
New +$445K 0.37% 67

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

W Advisors LLC's HDV Position: Q3 2022 in Review

W Advisors LLC sold out of iShares Core High Dividend ETF (HDV) in Q3 2022, closing a stake of 21,060 shares — an estimated $423K sold.

W Advisors LLC first reported a position in HDV in Q2 2022 and held it in 1 quarter. The position peaked at $423K in Q2 2022. 706 funds tracked by Wall St. Rank hold HDV as of Q3 2022.

  • W Advisors LLC reported no remaining iShares Core High Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • W Advisors LLC sold 21,060 iShares Core High Dividend ETF shares in Q3 2022, an estimated $423K.
  • W Advisors LLC first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 1 quarter.
  • W Advisors LLC's iShares Core High Dividend ETF position peaked at $423K in Q2 2022.
  • 706 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2022.

Based on W Advisors LLC's 13F filing for Q3 2022, filed 24 Oct 2022.