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

WJ Wealth Management’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
2023 Q1	–	Sell	-530,245	Closed	-$11.1M	–	56
2022 Q4	$11.1M	Buy	530,245 +133,805	+34%	+$2.74M	6.42%	6
2022 Q3	$7.24M	Buy	396,440 +118,630	+43%	+$2.4M	4.54%	9
2022 Q2	$5.59M	Buy	+277,810	New	+$5.87M	3.97%	10

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WJ Wealth Management's HDV Position: Q1 2023 in Review

WJ Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q1 2023, closing a stake of 530,245 shares — an estimated $11.1M sold.

WJ Wealth Management first reported a position in HDV in Q2 2022 and held it in 3 quarters. The position peaked at $11.1M in Q4 2022. 715 funds tracked by Wall St. Rank hold HDV as of Q1 2023.

WJ Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q1 2023 after selling out during the quarter.
WJ Wealth Management sold 530,245 iShares Core High Dividend ETF shares in Q1 2023, an estimated $11.1M.
WJ Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 3 quarters.
WJ Wealth Management's iShares Core High Dividend ETF position peaked at $11.1M in Q4 2022.
715 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2023.

Based on WJ Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.