Cove Private Wealth
HDV icon

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

Cove Private Wealth’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
Q3 		$1.5M Buy
53,555
+7,460
+16% +$215K 0.26% 66
2026
Q2 		$1.26M Hold
46,095
– – 0.24% 74
2026
Q1 		$1.25M Buy
46,095
+11,145
+32% +$297K 0.28% 68
2025
Q4 		$850K Buy
34,950
+17,695
+103% +$430K 0.25% 78
2025
Q3 		$423K Hold
17,255
– – 0.13% 111
2025
Q2 		$404K Hold
17,255
– – 0.14% 113
2025
Q1 		$418K Buy
17,255
+1,945
+13% +$45.5K 0.22% 93
2024
Q4 		$344K Buy
+15,310
New +$360K 0.21% 84

Other funds holding HDV

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Atwater Malick
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Cove Private Wealth's HDV Position: Q3 2026 in Review

Cove Private Wealth increased its iShares Core High Dividend ETF (HDV) stake by 16% in Q3 2026, buying an estimated $215K and bringing the position to 53,555 shares worth $1.5M. The position accounts for 0.26% of the portfolio, ranked #66.

Cove Private Wealth first reported a position in HDV in Q4 2024 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Cove Private Wealth held 53,555 shares of iShares Core High Dividend ETF worth $1.5M as of Q3 2026.
  • Cove Private Wealth bought 7,460 iShares Core High Dividend ETF shares in Q3 2026, an estimated $215K.
  • iShares Core High Dividend ETF made up 0.26% of Cove Private Wealth's portfolio in Q3 2026, its #66 holding.
  • Cove Private Wealth first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 8 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.