Congress Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
Congress Wealth Management's HDV Position: Q2 2025 in Review
Congress Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 110% in Q2 2025, buying an estimated $771K and bringing the position to 63,800 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #610.
Congress Wealth Management first reported a position in HDV in Q1 2025 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.
- Congress Wealth Management held 63,800 shares of iShares Core High Dividend ETF worth $1.5M as of Q2 2025.
- Congress Wealth Management bought 33,465 iShares Core High Dividend ETF shares in Q2 2025, an estimated $771K.
- iShares Core High Dividend ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #610 holding.
- Congress Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2025 and has held it in 2 quarters since.
- 756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.