CTWM
HDV

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

Cherry Tree 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 		$4.48K Hold
165
– – ﹤0.01% 490
2025
Q4 		$4.01K Hold
165
– – ﹤0.01% 500
2025
Q3 		$4.04K Buy
+165
New +$3.99K ﹤0.01% 483

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Cherry Tree Wealth Management's HDV Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares Core High Dividend ETF (HDV) position steady in Q1 2026 at 165 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Cherry Tree Wealth Management first reported a position in HDV in Q3 2025 and has held it in 3 quarters since. 863 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Cherry Tree Wealth Management held 165 shares of iShares Core High Dividend ETF worth $4.48K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares Core High Dividend ETF share count unchanged in Q1 2026.
  • iShares Core High Dividend ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #490 holding.
  • Cherry Tree Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.