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

WR Wealth Planners’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 Q4	$82.2K	Sell	3,660 -4,630	-56%	-$109K	0.03%	257
2024 Q3	$195K	Buy	8,290 +985	+13%	+$22.6K	0.05%	187
2024 Q2	$159K	Buy	7,305 +1,540	+27%	+$33.5K	0.05%	197
2024 Q1	$127K	Buy	+5,765	New	+$121K	0.04%	229
2023 Q4	–	Sell	-250	Closed	-$4.95K	–	470
2023 Q3	$4.95K	Hold	250	–	–	﹤0.01%	679
2023 Q2	$5.04K	Sell	250 -10	-4%	-$201	﹤0.01%	678
2023 Q1	$5.29K	Sell	260 -450	-63%	-$9.24K	﹤0.01%	673
2022 Q4	$14.8K	Sell	710 -5,280	-88%	-$108K	0.01%	233
2022 Q3	$109K	Buy	5,990 +3,440	+135%	+$69.5K	0.08%	122
2022 Q2	$51.2K	Buy	+2,550	New	+$53.9K	0.03%	166

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

MYLI

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

WR Wealth Planners's HDV Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Core High Dividend ETF (HDV) stake by 56% in Q4 2024, selling an estimated $109K and leaving 3,660 shares worth $82.2K. The position accounts for 0.03% of the portfolio, ranked #257.

WR Wealth Planners first reported a position in HDV in Q2 2022 and has held it in 10 quarters since. The position peaked at $195K in Q3 2024. 772 funds tracked by Wall St. Rank hold HDV as of Q4 2024.

WR Wealth Planners held 3,660 shares of iShares Core High Dividend ETF worth $82.2K as of Q4 2024.
WR Wealth Planners sold 4,630 iShares Core High Dividend ETF shares in Q4 2024, an estimated $109K.
iShares Core High Dividend ETF made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #257 holding.
WR Wealth Planners first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 10 quarters since.
WR Wealth Planners's iShares Core High Dividend ETF position peaked at $195K in Q3 2024.
772 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.