WAG
HDV

Wiser Advisor Group’s iShares Core High Dividend ETF HDV Stock Holding History

Wiser Advisor Group’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
Q2 		– Sell
-3,890
Closed -$85.7K – 306
2024
Q1 		$85.7K Hold
3,890
– – 0.13% 74
2023
Q4 		$79.3K Buy
+3,890
New +$76.6K 0.13% 69

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wiser Advisor Group's HDV Position: Q2 2024 in Review

Wiser Advisor Group sold out of iShares Core High Dividend ETF (HDV) in Q2 2024, closing a stake of 3,890 shares — an estimated $85.7K sold.

Wiser Advisor Group first reported a position in HDV in Q4 2023 and held it in 2 quarters. The position peaked at $85.7K in Q1 2024. 705 funds tracked by Wall St. Rank hold HDV as of Q2 2024.

  • Wiser Advisor Group reported no remaining iShares Core High Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 3,890 iShares Core High Dividend ETF shares in Q2 2024, an estimated $85.7K.
  • Wiser Advisor Group first reported a position in iShares Core High Dividend ETF in Q4 2023 and held it in 2 quarters.
  • Wiser Advisor Group's iShares Core High Dividend ETF position peaked at $85.7K in Q1 2024.
  • 705 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2024.

Based on Wiser Advisor Group's 13F filing for Q2 2024, filed 14 Aug 2024.