Base Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
SAM
Base Wealth Management's HDV Position: Q2 2026 in Review
Base Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 7.6% in Q2 2026, buying an estimated $734K and bringing the position to 380,207 shares worth $10.4M. The position accounts for 4.85% of the portfolio, ranked #5.
Base Wealth Management first reported a position in HDV in Q1 2025 and has held it in 6 quarters since. 704 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Base Wealth Management held 380,207 shares of iShares Core High Dividend ETF worth $10.4M as of Q2 2026.
- Base Wealth Management bought 26,997 iShares Core High Dividend ETF shares in Q2 2026, an estimated $734K.
- iShares Core High Dividend ETF made up 4.85% of Base Wealth Management's portfolio in Q2 2026, its #5 holding.
- Base Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
- 704 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.