CWG
HDV

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

Cornerstone 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
2026
Q1 		$319K Sell
12,020
-75
-0.6% -$2K 0.02% 313
2025
Q4 		$294K Buy
12,095
+325
+3% +$7.9K 0.02% 284
2025
Q3 		$288K Buy
11,770
+1,250
+12% +$30.2K 0.02% 272
2025
Q2 		$247K Buy
10,520
+40
+0.4% +$922 0.02% 280
2025
Q1 		$254K Buy
10,480
+220
+2% +$5.14K 0.02% 250
2024
Q4 		$230K Hold
10,260
– – 0.02% 247
2024
Q3 		$241K Buy
10,260
+10
+0.1% +$229 0.02% 231
2024
Q2 		$223K Sell
10,250
-465
-4% -$10.1K 0.02% 229
2024
Q1 		$236K Buy
+10,715
New +$225K 0.02% 215

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return