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
Q2 		$329K Hold
12,020
– – 0.02% 327
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 $1.55T 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Cornerstone Wealth Group's HDV Position: Q2 2026 in Review

Cornerstone Wealth Group held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 12,020 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #327.

Cornerstone Wealth Group first reported a position in HDV in Q1 2024 and has held it in 10 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Cornerstone Wealth Group held 12,020 shares of iShares Core High Dividend ETF worth $329K as of Q2 2026.
  • Cornerstone Wealth Group left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
  • iShares Core High Dividend ETF made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #327 holding.
  • Cornerstone Wealth Group first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
  • 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.