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

Austin 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	$209K	Buy	+7,400	New	+$201K	0.04%	119

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

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

Austin Wealth Management opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 7,400 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #119 among its holdings.

879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Austin Wealth Management held 7,400 shares of iShares Core High Dividend ETF worth $209K as of Q2 2026.
iShares Core High Dividend ETF was a new Austin Wealth Management position in Q2 2026.
iShares Core High Dividend ETF made up 0.04% of Austin Wealth Management's portfolio in Q2 2026, its #119 holding.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.