CAWM
HDV

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

Capital A 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
2025
Q2 		– Sell
-70
Closed -$1.7K – 617
2025
Q1 		$1.7K Buy
+70
New +$1.64K ﹤0.01% 486

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Capital A Wealth Management's HDV Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q2 2025, closing a stake of 70 shares — an estimated $1.7K sold.

Capital A Wealth Management first reported a position in HDV in Q1 2025 and held it in 1 quarter. The position peaked at $1.7K in Q1 2025. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 70 iShares Core High Dividend ETF shares in Q2 2025, an estimated $1.7K.
  • Capital A Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's iShares Core High Dividend ETF position peaked at $1.7K in Q1 2025.
  • 756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.