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 Q2	$2.38M	Buy	86,747 +577	+0.7%	+$15.7K	1.45%	21
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apex Wealth Management's HDV Position: Q2 2026 in Review

Apex Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 0.67% in Q2 2026, buying an estimated $15.7K and bringing the position to 86,747 shares worth $2.38M. The position accounts for 1.45% of the portfolio, ranked #21.

Apex Wealth Management first reported a position in HDV in Q4 2024 and has held it in 6 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Apex Wealth Management held 86,747 shares of iShares Core High Dividend ETF worth $2.38M as of Q2 2026.
Apex Wealth Management bought 577 iShares Core High Dividend ETF shares in Q2 2026, an estimated $15.7K.
iShares Core High Dividend ETF made up 1.45% of Apex Wealth Management's portfolio in Q2 2026, its #21 holding.
Apex Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.