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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Birchcreek Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 3.1% in Q1 2026, selling an estimated $18.2K and leaving 21,640 shares worth $587K. The position accounts for 0.28% of the portfolio, ranked #62.

Birchcreek Wealth Management first reported a position in HDV in Q4 2020 and has held it in 14 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Birchcreek Wealth Management held 21,640 shares of iShares Core High Dividend ETF worth $587K as of Q1 2026.
Birchcreek Wealth Management sold 685 iShares Core High Dividend ETF shares in Q1 2026, an estimated $18.2K.
iShares Core High Dividend ETF made up 0.28% of Birchcreek Wealth Management's portfolio in Q1 2026, its #62 holding.
Birchcreek Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 14 quarters since.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.