WAM
HDV

Wealthspire Advisors (Maryland)’s iShares Core High Dividend ETF HDV Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.84M Buy
114,545
+77,525
+209% +$1.29M 0.07% 136
2020
Q2 		$601K Buy
37,020
+13,915
+60% +$225K 0.04% 224
2020
Q1 		$331K Buy
23,105
+4,700
+26% +$83K 0.03% 290
2019
Q4 		$361K Buy
+18,405
New +$351K 0.02% 334

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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HDV Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Core High Dividend ETF (HDV) stake by 209% in Q3 2020, buying an estimated $1.29M and bringing the position to 114,545 shares worth $1.84M. The position accounts for 0.07% of the portfolio, ranked #136.

Wealthspire Advisors (Maryland) first reported a position in HDV in Q4 2019 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold HDV as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 114,545 shares of iShares Core High Dividend ETF worth $1.84M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 77,525 iShares Core High Dividend ETF shares in Q3 2020, an estimated $1.29M.
  • iShares Core High Dividend ETF made up 0.07% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #136 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.