WQ
HDV

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

Wealth Quarterback’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
2021
Q3 		$26K Buy
1,340
+10
+0.8% +$194 0.02% 323
2021
Q2 		$26K Buy
+1,330
New +$25.8K 0.02% 311
2020
Q2 		– Sell
-7,375
Closed -$106K – 379
2020
Q1 		$106K Sell
7,375
-770
-9% -$13.6K 0.1% 147
2019
Q4 		$160K Buy
+8,145
New +$155K 0.14% 123

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wealth Quarterback's HDV Position: Q3 2021 in Review

Wealth Quarterback increased its iShares Core High Dividend ETF (HDV) stake by 0.75% in Q3 2021, buying an estimated $194 and bringing the position to 1,340 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #323.

Wealth Quarterback first reported a position in HDV in Q4 2019 and has held it in 4 quarters since. The position peaked at $160K in Q4 2019. 521 funds tracked by Wall St. Rank hold HDV as of Q3 2021.

  • Wealth Quarterback held 1,340 shares of iShares Core High Dividend ETF worth $26K as of Q3 2021.
  • Wealth Quarterback bought 10 iShares Core High Dividend ETF shares in Q3 2021, an estimated $194.
  • iShares Core High Dividend ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #323 holding.
  • Wealth Quarterback first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares Core High Dividend ETF position peaked at $160K in Q4 2019.
  • 521 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.