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

BIP Wealth’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	$1.99M	Buy	+71,343	New	+$2.05M	0.05%	193

Other funds holding HDV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

BIP Wealth's HDV Position: Q3 2026 in Review

BIP Wealth opened a new position in iShares Core High Dividend ETF (HDV) in Q3 2026: 71,343 shares worth $1.99M. The stake represents 0.05% of the portfolio and ranks #193 among its holdings.

285 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

BIP Wealth held 71,343 shares of iShares Core High Dividend ETF worth $1.99M as of Q3 2026.
iShares Core High Dividend ETF was a new BIP Wealth position in Q3 2026.
iShares Core High Dividend ETF made up 0.05% of BIP Wealth's portfolio in Q3 2026, its #193 holding.
285 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.