1900 Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

1900 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
2026 Q3	$3.32M	Buy	118,814 +12,284	+12%	+$354K	0.18%	67
2026 Q2	$2.92M	Sell	106,530 -1,475	-1%	-$40.1K	0.16%	70
2026 Q1	$2.93M	Buy	108,005 +23,785	+28%	+$633K	0.19%	65
2025 Q4	$2.05M	Buy	84,220 +31,415	+59%	+$764K	0.13%	76
2025 Q3	$1.29M	Sell	52,805 -195	-0.4%	-$4.71K	0.09%	89
2025 Q2	$1.24M	Sell	53,000 -955	-2%	-$22K	0.09%	85
2025 Q1	$1.31M	Sell	53,955 -1,225	-2%	-$28.6K	0.11%	82
2024 Q4	$1.24M	Buy	55,180 +240	+0.4%	+$5.64K	0.1%	84
2024 Q3	$1.29M	Buy	54,940 +245	+0.4%	+$5.61K	0.11%	80
2024 Q2	$1.19M	Buy	54,695 +23,130	+73%	+$504K	0.11%	87
2024 Q1	$696K	Sell	31,565 -3,050	-9%	-$64.1K	0.06%	131
2023 Q4	$706K	Sell	34,615 -20,265	-37%	-$399K	0.06%	162
2023 Q3	$1.09M	Buy	54,880 +2,660	+5%	+$54.4K	0.11%	130
2023 Q2	$1.05M	Buy	52,220 +32,675	+167%	+$658K	0.11%	113
2023 Q1	$397K	Hold	19,545	–	–	0.04%	174
2022 Q4	$407K	Buy	+19,545	New	+$400K	0.04%	169
2022 Q3	–	Sell	-51,885	Closed	-$1.04M	–	227
2022 Q2	$1.04M	Buy	+51,885	New	+$1.1M	0.11%	111

Other funds holding HDV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

AtlasMark Financial Austin, Texas $204M AUM 16.85% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

1900 Wealth Management's HDV Position: Q3 2026 in Review

1900 Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 12% in Q3 2026, buying an estimated $354K and bringing the position to 118,814 shares worth $3.32M. The position accounts for 0.18% of the portfolio, ranked #67.

1900 Wealth Management first reported a position in HDV in Q2 2022 and has held it in 17 quarters since. 80 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

1900 Wealth Management held 118,814 shares of iShares Core High Dividend ETF worth $3.32M as of Q3 2026.
1900 Wealth Management bought 12,284 iShares Core High Dividend ETF shares in Q3 2026, an estimated $354K.
iShares Core High Dividend ETF made up 0.18% of 1900 Wealth Management's portfolio in Q3 2026, its #67 holding.
1900 Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 17 quarters since.
80 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.