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

Apex 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 Q1	$2.34M	Buy	+86,170	New	+$2.29M	1.6%	20
2025 Q4	–	Sell	-82,315	Closed	-$2.02M	–	52
2025 Q3	$2.02M	Buy	82,315 +630	+0.8%	+$15.2K	1.44%	21
2025 Q2	$1.91M	Buy	81,685 +625	+0.8%	+$14.4K	1.54%	20
2025 Q1	$1.96M	Buy	81,060 +535	+0.7%	+$12.5K	1.77%	21
2024 Q4	$1.81M	Buy	+80,525	New	+$1.89M	1.56%	24

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Apex Wealth Management's HDV Position: Q1 2026 in Review

Apex Wealth Management opened a new position in iShares Core High Dividend ETF (HDV) in Q1 2026: 86,170 shares worth $2.34M. The stake represents 1.6% of the portfolio and ranks #20 among its holdings. This is a return to the name: Apex Wealth Management previously reported a position in HDV as recently as Q3 2025.

Apex Wealth Management first reported a position in HDV in Q4 2024 and has held it in 5 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Apex Wealth Management held 86,170 shares of iShares Core High Dividend ETF worth $2.34M as of Q1 2026.
iShares Core High Dividend ETF was a new Apex Wealth Management position in Q1 2026.
iShares Core High Dividend ETF made up 1.6% of Apex Wealth Management's portfolio in Q1 2026, its #20 holding.
Apex Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 5 quarters since.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.