CIBC Private Wealth Group
HDV

CIBC Private Wealth Group’s iShares Core High Dividend ETF HDV Stock Holding History

CIBC Private Wealth Group’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
Q4 		$678K Sell
27,865
-940
-3% -$22.9K ﹤0.01% 794
2025
Q3 		$705K Sell
28,805
-1,960
-6% -$47.4K ﹤0.01% 772
2025
Q2 		$721K Buy
30,765
+21,080
+218% +$486K ﹤0.01% 740
2025
Q1 		$210K Sell
9,685
-19,325
-67% -$452K ﹤0.01% 1063
2024
Q4 		$650K Sell
29,010
-650
-2% -$15.3K ﹤0.01% 799
2024
Q3 		$698K Sell
29,660
-75
-0.3% -$1.72K ﹤0.01% 777
2024
Q2 		$641K Buy
29,735
+1,225
+4% +$26.7K ﹤0.01% 754
2024
Q1 		$627K Buy
28,510
+1,425
+5% +$30K ﹤0.01% 770
2023
Q4 		$552K Buy
27,085
+85
+0.3% +$1.67K ﹤0.01% 774
2023
Q3 		$534K Buy
+27,000
New +$553K ﹤0.01% 731
2021
Q1 		– Sell
-17,845
Closed -$313K – 1035
2020
Q4 		$313K Sell
17,845
-1,990
-10% -$33.7K ﹤0.01% 865
2020
Q3 		$319K Buy
+19,835
New +$330K ﹤0.01% 770
2020
Q2 		– Sell
-28,135
Closed -$403K – 679
2020
Q1 		$403K Sell
28,135
-5,265
-16% -$93K ﹤0.01% 665
2019
Q4 		$655K Buy
33,400
+5,875
+21% +$112K ﹤0.01% 662
2019
Q3 		$518K Buy
27,525
+10
+0% +$188 ﹤0.01% 683
2019
Q2 		$520K Sell
27,515
-1,435
-5% -$26.9K ﹤0.01% 701
2019
Q1 		$540K Buy
+28,950
New +$520K ﹤0.01% 712
2018
Q3 		– Sell
-5,255
Closed -$89K – 1273
2018
Q2 		$89K Buy
5,255
+935
+22% +$15.9K ﹤0.01% 1052
2018
Q1 		$73K Buy
4,320
+335
+8% +$5.91K ﹤0.01% 1082
2017
Q4 		$72K Buy
+3,985
New +$69.7K ﹤0.01% 1096

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CIBC Private Wealth Group's HDV Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares Core High Dividend ETF (HDV) stake by 3.3% in Q4 2025, selling an estimated $22.9K and leaving 27,865 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

CIBC Private Wealth Group first reported a position in HDV in Q4 2017 and has held it in 20 quarters since. The position peaked at $721K in Q2 2025. 809 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

  • CIBC Private Wealth Group held 27,865 shares of iShares Core High Dividend ETF worth $678K as of Q4 2025.
  • CIBC Private Wealth Group sold 940 iShares Core High Dividend ETF shares in Q4 2025, an estimated $22.9K.
  • iShares Core High Dividend ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #794 holding.
  • CIBC Private Wealth Group first reported a position in iShares Core High Dividend ETF in Q4 2017 and has held it in 20 quarters since.
  • CIBC Private Wealth Group's iShares Core High Dividend ETF position peaked at $721K in Q2 2025.
  • 809 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.