Apex Wealth Management
HDV icon

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
Q3 		$2.45M Buy
87,481
+734
+0.8% +$21.1K 1.44% 21
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Apex Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 0.85% in Q3 2026, buying an estimated $21.1K and bringing the position to 87,481 shares worth $2.45M. The position accounts for 1.44% of the portfolio, ranked #21.

Apex Wealth Management first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. 539 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Apex Wealth Management held 87,481 shares of iShares Core High Dividend ETF worth $2.45M as of Q3 2026.
  • Apex Wealth Management bought 734 iShares Core High Dividend ETF shares in Q3 2026, an estimated $21.1K.
  • iShares Core High Dividend ETF made up 1.44% of Apex Wealth Management's portfolio in Q3 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 7 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.