Anchor Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.59M | Buy |
58,515
+7,865
| +16% | +$209K | 0.13% | 155 |
|
|
2025
Q4 | $1.23M | Sell |
50,650
-1,955
| -4% | -$47.5K | 0.1% | 177 |
|
|
2025
Q3 | $1.29M | Buy |
52,605
+720
| +1% | +$17.4K | 0.11% | 169 |
|
|
2025
Q2 | $1.22M | Buy |
51,885
+2,365
| +5% | +$54.5K | 0.11% | 175 |
|
|
2025
Q1 | $1.2M | Buy |
49,520
+985
| +2% | +$23K | 0.11% | 172 |
|
|
2024
Q4 | $1.09M | Sell |
48,535
-1,260
| -3% | -$29.6K | 0.1% | 179 |
|
|
2024
Q3 | $1.17M | Buy |
49,795
+595
| +1% | +$13.6K | 0.11% | 179 |
|
|
2024
Q2 | $1.07M | Buy |
49,200
+3,170
| +7% | +$69K | 0.11% | 170 |
|
|
2024
Q1 | $1.01M | Buy |
46,030
+2,725
| +6% | +$57.3K | 0.11% | 177 |
|
|
2023
Q4 | $883K | Buy |
43,305
+7,835
| +22% | +$154K | 0.1% | 183 |
|
|
2023
Q3 | $702K | Buy |
35,470
+1,130
| +3% | +$23.1K | 0.09% | 189 |
|
|
2023
Q2 | $692K | Buy |
34,340
+2,520
| +8% | +$50.7K | 0.09% | 194 |
|
|
2023
Q1 | $647K | Buy |
31,820
+4,585
| +17% | +$94.1K | 0.09% | 198 |
|
|
2022
Q4 | $568K | Buy |
27,235
+1,230
| +5% | +$25.2K | 0.08% | 219 |
|
|
2022
Q3 | $475K | Buy |
26,005
+1,205
| +5% | +$24.4K | 0.07% | 229 |
|
|
2022
Q2 | $498K | Buy |
24,800
+4,695
| +23% | +$99.2K | 0.07% | 224 |
|
|
2022
Q1 | $430K | Buy |
20,105
+2,265
| +13% | +$47K | 0.05% | 265 |
|
|
2021
Q4 | $360K | Buy |
17,840
+855
| +5% | +$16.8K | 0.04% | 297 |
|
|
2021
Q3 | $320K | Sell |
16,985
-55
| -0.3% | -$1.06K | 0.04% | 292 |
|
|
2021
Q2 | $329K | Buy |
17,040
+45
| +0.3% | +$874 | 0.05% | 289 |
|
|
2021
Q1 | $323K | Sell |
16,995
-80
| -0.5% | -$1.46K | 0.05% | 277 |
|
|
2020
Q4 | $299K | Sell |
17,075
-725
| -4% | -$12.3K | 0.05% | 237 |
|
|
2020
Q3 | $286K | Buy |
17,800
+30
| +0.2% | +$499 | 0.06% | 226 |
|
|
2020
Q2 | $288K | Buy |
17,770
+655
| +4% | +$10.6K | 0.06% | 209 |
|
|
2020
Q1 | $245K | Buy |
17,115
+780
| +5% | +$13.8K | 0.06% | 218 |
|
|
2019
Q4 | $320K | Buy |
16,335
+85
| +0.5% | +$1.62K | 0.07% | 217 |
|
|
2019
Q3 | $306K | Buy |
16,250
+2,000
| +14% | +$37.6K | 0.07% | 223 |
|
|
2019
Q2 | $269K | Sell |
14,250
-1,945
| -12% | -$36.5K | 0.06% | 243 |
|
|
2019
Q1 | $302K | Buy |
16,195
+1,015
| +7% | +$18.2K | 0.08% | 217 |
|
|
2018
Q4 | $256K | Buy |
15,180
+12,840
| +549% | +$228K | 0.07% | 230 |
|
|
2018
Q3 | $42.4K | Sell |
2,340
-765
| -25% | -$13.6K | 0.01% | 502 |
|
|
2018
Q2 | $52.8K | Hold |
3,105
| – | – | 0.01% | 476 |
|
|
2018
Q1 | $52.4K | Buy |
3,105
+10
| +0.3% | +$177 | 0.01% | 469 |
|
|
2017
Q4 | $55.8K | Buy |
3,095
+290
| +10% | +$5.07K | 0.01% | 448 |
|
|
2017
Q3 | $48.2K | Buy |
2,805
+360
| +15% | +$6.07K | 0.01% | 446 |
|
|
2017
Q2 | $40.7K | Buy |
2,445
+640
| +35% | +$10.7K | 0.01% | 423 |
|
|
2017
Q1 | $30.3K | Buy |
1,805
+500
| +38% | +$8.34K | 0.01% | 443 |
|
|
2016
Q4 | $21.5K | Buy |
1,305
+500
| +62% | +$8.05K | 0.01% | 466 |
|
|
2016
Q3 | $13.1K | Hold |
805
| – | – | 0.01% | 501 |
|
|
2016
Q2 | $13.2K | Buy |
805
+555
| +222% | +$8.84K | 0.01% | 489 |
|
|
2016
Q1 | $3.9K | Buy |
+250
| New | +$3.71K | ﹤0.01% | 575 |
|
Other funds holding HDV
Anchor Investment Management's HDV Position: Q1 2026 in Review
Anchor Investment Management increased its iShares Core High Dividend ETF (HDV) stake by 16% in Q1 2026, buying an estimated $209K and bringing the position to 58,515 shares worth $1.59M. The position accounts for 0.13% of the portfolio, ranked #155.
Anchor Investment Management first reported a position in HDV in Q1 2016 and has held it in 41 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.
- Anchor Investment Management held 58,515 shares of iShares Core High Dividend ETF worth $1.59M as of Q1 2026.
- Anchor Investment Management bought 7,865 iShares Core High Dividend ETF shares in Q1 2026, an estimated $209K.
- iShares Core High Dividend ETF made up 0.13% of Anchor Investment Management's portfolio in Q1 2026, its #155 holding.
- Anchor Investment Management first reported a position in iShares Core High Dividend ETF in Q1 2016 and has held it in 41 quarters since.
- 856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.