Aureum Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
Aureum Wealth Management's HDV Position: Q2 2026 in Review
Aureum Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 21% in Q2 2026, buying an estimated $1.07M and bringing the position to 223,474 shares worth $6.13M. The position accounts for 3.8% of the portfolio, ranked #6.
Aureum Wealth Management first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. 876 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Aureum Wealth Management held 223,474 shares of iShares Core High Dividend ETF worth $6.13M as of Q2 2026.
- Aureum Wealth Management bought 39,254 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.07M.
- iShares Core High Dividend ETF made up 3.8% of Aureum Wealth Management's portfolio in Q2 2026, its #6 holding.
- Aureum Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- 876 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Aureum Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.