Wealthcare Advisory Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-4,775	Closed	-$91K	–	1104
2021 Q1	$91K	Buy	+4,775	New	+$87.1K	0.01%	694
2020 Q2	–	Sell	-10,955	Closed	-$157K	–	775
2020 Q1	$157K	Sell	10,955 -21,890	-67%	-$387K	0.02%	303
2019 Q4	$644K	Buy	32,845 +320	+1%	+$6.11K	0.08%	140
2019 Q3	$613K	Sell	32,525 -1,735	-5%	-$32.6K	0.09%	129
2019 Q2	$648K	Buy	34,260 +3,820	+13%	+$71.7K	0.1%	119
2019 Q1	$568K	Sell	30,440 -765	-2%	-$13.7K	0.1%	125
2018 Q4	$527K	Sell	31,205 -21,415	-41%	-$381K	0.1%	114
2018 Q3	$953K	Sell	52,620 -12,170	-19%	-$216K	0.18%	80
2018 Q2	$1.1M	Buy	64,790 +18,040	+39%	+$307K	0.22%	64
2018 Q1	$790K	Buy	+46,750	New	+$825K	0.18%	75

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

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Wealthcare Advisory Partners's HDV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares Core High Dividend ETF (HDV) in Q2 2021, closing a stake of 4,775 shares — an estimated $91K sold.

Wealthcare Advisory Partners first reported a position in HDV in Q1 2018 and held it in 10 quarters. The position peaked at $1.1M in Q2 2018. 515 funds tracked by Wall St. Rank hold HDV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares Core High Dividend ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,775 iShares Core High Dividend ETF shares in Q2 2021, an estimated $91K.
Wealthcare Advisory Partners first reported a position in iShares Core High Dividend ETF in Q1 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's iShares Core High Dividend ETF position peaked at $1.1M in Q2 2018.
515 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.