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

CFM Wealth Partners’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	$570K	Sell	20,810 -2,735	-12%	-$74.4K	0.07%	95
2026 Q1	$639K	Buy	23,545 +8,810	+60%	+$235K	0.1%	92
2025 Q4	$358K	Sell	14,735 -335	-2%	-$8.15K	0.05%	116
2025 Q3	$369K	Hold	15,070	–	–	0.05%	119
2025 Q2	$353K	Buy	15,070 +305	+2%	+$7.03K	0.06%	110
2025 Q1	$358K	Buy	14,765 +585	+4%	+$13.7K	0.06%	111
2024 Q4	$318K	Hold	14,180	–	–	0.05%	114
2024 Q3	$334K	Hold	14,180	–	–	0.06%	115
2024 Q2	$308K	Hold	14,180	–	–	0.06%	125
2024 Q1	$313K	Sell	14,180 -6,725	-32%	-$141K	0.06%	129
2023 Q4	$426K	Hold	20,905	–	–	0.1%	121
2023 Q3	$413K	Hold	20,905	–	–	0.11%	110
2023 Q2	$421K	Hold	20,905	–	–	0.1%	125
2023 Q1	$425K	Sell	20,905 -590	-3%	-$12.1K	0.11%	116
2022 Q4	$448K	Sell	21,495 -2,210	-9%	-$45.2K	0.13%	117
2022 Q3	$433K	Sell	23,705 -3,465	-13%	-$70K	0.14%	108
2022 Q2	$546K	Buy	27,170 +3,605	+15%	+$76.1K	0.16%	102
2022 Q1	$504K	Buy	23,565 +6,945	+42%	+$144K	0.12%	112
2021 Q4	$336K	Hold	16,620	–	–	0.08%	138
2021 Q3	$313K	Hold	16,620	–	–	0.08%	143
2021 Q2	$321K	Sell	16,620 -135	-0.8%	-$2.62K	0.09%	130
2021 Q1	$318K	Buy	16,755 +250	+2%	+$4.56K	0.1%	121
2020 Q4	$289K	Sell	16,505 -1,350	-8%	-$22.9K	0.09%	120
2020 Q3	$287K	Sell	17,855 -2,685	-13%	-$44.7K	0.1%	115
2020 Q2	$333K	Sell	20,540 -2,450	-11%	-$39.6K	0.13%	105
2020 Q1	$329K	Buy	22,990 +6,705	+41%	+$118K	0.15%	98
2019 Q4	$319K	Buy	+16,285	New	+$311K	0.12%	109

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 22.9% 1-Year Est. Return

CFM Wealth Partners's HDV Position: Q2 2026 in Review

CFM Wealth Partners reduced its iShares Core High Dividend ETF (HDV) stake by 12% in Q2 2026, selling an estimated $74.4K and leaving 20,810 shares worth $570K. The position accounts for 0.07% of the portfolio, ranked #95.

CFM Wealth Partners first reported a position in HDV in Q4 2019 and has held it in 27 quarters since. The position peaked at $639K in Q1 2026. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

CFM Wealth Partners held 20,810 shares of iShares Core High Dividend ETF worth $570K as of Q2 2026.
CFM Wealth Partners sold 2,735 iShares Core High Dividend ETF shares in Q2 2026, an estimated $74.4K.
iShares Core High Dividend ETF made up 0.07% of CFM Wealth Partners's portfolio in Q2 2026, its #95 holding.
CFM Wealth Partners first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 27 quarters since.
CFM Wealth Partners's iShares Core High Dividend ETF position peaked at $639K in Q1 2026.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.