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

Birchcreek 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	$637K	Buy	23,235 +1,595	+7%	+$43.4K	0.25%	64
2026 Q1	$587K	Sell	21,640 -685	-3%	-$18.2K	0.28%	62
2025 Q4	$543K	Buy	22,325 +4,370	+24%	+$106K	0.27%	61
2025 Q3	$440K	Buy	17,955 +590	+3%	+$14.3K	0.23%	73
2025 Q2	$407K	Sell	17,365 -285	-2%	-$6.57K	0.23%	74
2025 Q1	$428K	Buy	17,650 +2,285	+15%	+$53.4K	0.27%	69
2024 Q4	$345K	Buy	15,365 +1,840	+14%	+$43.2K	0.22%	89
2024 Q3	$318K	Buy	13,525 +110	+0.8%	+$2.52K	0.21%	86
2024 Q2	$292K	Sell	13,415 -240	-2%	-$5.23K	0.16%	113
2024 Q1	$301K	Buy	13,655 +1,375	+11%	+$28.9K	0.16%	117
2023 Q4	$250K	Sell	12,280 -2,505	-17%	-$49.3K	0.15%	119
2023 Q3	$292K	Sell	14,785 -10,045	-40%	-$206K	0.2%	107
2023 Q2	$501K	Buy	24,830 +5,540	+29%	+$112K	0.35%	72
2023 Q1	$392K	Buy	+19,290	New	+$396K	0.31%	82
2021 Q1	–	Sell	-3,350	Closed	-$58K	–	181
2020 Q4	$58K	Buy	+3,350	New	+$56.7K	0.06%	200

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

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

Birchcreek Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 7.4% in Q2 2026, buying an estimated $43.4K and bringing the position to 23,235 shares worth $637K. The position accounts for 0.25% of the portfolio, ranked #64.

Birchcreek Wealth Management first reported a position in HDV in Q4 2020 and has held it in 15 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Birchcreek Wealth Management held 23,235 shares of iShares Core High Dividend ETF worth $637K as of Q2 2026.
Birchcreek Wealth Management bought 1,595 iShares Core High Dividend ETF shares in Q2 2026, an estimated $43.4K.
iShares Core High Dividend ETF made up 0.25% of Birchcreek Wealth Management's portfolio in Q2 2026, its #64 holding.
Birchcreek Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 15 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.