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

Chemistry 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	$298K	Hold	10,880	–	–	0.05%	172
2026 Q1	$295K	Hold	10,880	–	–	0.05%	169
2025 Q4	$265K	Hold	10,880	–	–	0.05%	167
2025 Q3	$266K	Hold	10,880	–	–	0.05%	171
2025 Q2	$255K	Buy	10,880 +1,130	+12%	+$26K	0.05%	167
2025 Q1	$236K	Hold	9,750	–	–	0.05%	161
2024 Q4	$219K	Hold	9,750	–	–	0.05%	166
2024 Q3	$229K	Hold	9,750	–	–	0.05%	159
2024 Q2	$212K	Hold	9,750	–	–	0.05%	154
2024 Q1	$215K	Buy	+9,750	New	+$205K	0.06%	153
2023 Q1	–	Sell	-9,750	Closed	-$203K	–	143
2022 Q4	$203K	Buy	+9,750	New	+$200K	0.08%	134
2022 Q2	–	Sell	-9,750	Closed	-$208K	–	137
2022 Q1	$208K	Buy	+9,750	New	+$202K	0.07%	134

Other funds holding HDV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Chemistry Wealth Management held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 10,880 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #172.

Chemistry Wealth Management first reported a position in HDV in Q1 2022 and has held it in 12 quarters since. 429 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Chemistry Wealth Management held 10,880 shares of iShares Core High Dividend ETF worth $298K as of Q2 2026.
Chemistry Wealth Management left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.05% of Chemistry Wealth Management's portfolio in Q2 2026, its #172 holding.
Chemistry Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2022 and has held it in 12 quarters since.
429 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.