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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-62,930
Closed -$1.28M 105
2023
Q1
$1.28M Buy
62,930
+2,645
+4% +$54.3K 0.55% 53
2022
Q4
$1.26M Buy
+60,285
New +$1.23M 0.61% 55

Other funds holding HDV

WT Wealth Management's HDV Position: Q2 2023 in Review

WT Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2023, closing a stake of 62,930 shares — an estimated $1.28M sold.

WT Wealth Management first reported a position in HDV in Q4 2022 and held it in 2 quarters. The position peaked at $1.28M in Q1 2023. 711 funds tracked by Wall St. Rank hold HDV as of Q2 2023.

  • WT Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • WT Wealth Management sold 62,930 iShares Core High Dividend ETF shares in Q2 2023, an estimated $1.28M.
  • WT Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2022 and held it in 2 quarters.
  • WT Wealth Management's iShares Core High Dividend ETF position peaked at $1.28M in Q1 2023.
  • 711 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2023.

Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.