BWM
HDV

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

Benson 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
Q1 		– Sell
-190
Closed -$4.62K – 371
2025
Q4 		$4.62K Buy
+190
New +$4.62K 0.01% 211

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Benson Wealth Management's HDV Position: Q1 2026 in Review

Benson Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q1 2026, closing a stake of 190 shares — an estimated $4.62K sold.

Benson Wealth Management first reported a position in HDV in Q4 2025 and held it in 1 quarter. The position peaked at $4.62K in Q4 2025. 862 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Benson Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Benson Wealth Management sold 190 iShares Core High Dividend ETF shares in Q1 2026, an estimated $4.62K.
  • Benson Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Benson Wealth Management's iShares Core High Dividend ETF position peaked at $4.62K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Benson Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.