Daymark Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Daymark Wealth Partners’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	$689K	Buy	25,132 +917	+4%	+$24.9K	0.02%	402
2026 Q1	$657K	Sell	24,215 -1,440	-6%	-$38.3K	0.02%	364
2025 Q4	$624K	Buy	25,655 +70	+0.3%	+$1.7K	0.02%	351
2025 Q3	$627K	Sell	25,585 -100	-0.4%	-$2.42K	0.02%	338
2025 Q2	$602K	Buy	25,685 +3,235	+14%	+$74.5K	0.02%	322
2025 Q1	$544K	Sell	22,450 -3,955	-15%	-$92.4K	0.02%	317
2024 Q4	$593K	Sell	26,405 -4,990	-16%	-$117K	0.03%	298
2024 Q3	$738K	Sell	31,395 -1,320	-4%	-$30.2K	0.03%	286
2024 Q2	$711K	Buy	+32,715	New	+$712K	0.03%	283

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Daymark Wealth Partners's HDV Position: Q2 2026 in Review

Daymark Wealth Partners increased its iShares Core High Dividend ETF (HDV) stake by 3.8% in Q2 2026, buying an estimated $24.9K and bringing the position to 25,132 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #402.

Daymark Wealth Partners first reported a position in HDV in Q2 2024 and has held it in 9 quarters since. The position peaked at $738K in Q3 2024. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Daymark Wealth Partners held 25,132 shares of iShares Core High Dividend ETF worth $689K as of Q2 2026.
Daymark Wealth Partners bought 917 iShares Core High Dividend ETF shares in Q2 2026, an estimated $24.9K.
iShares Core High Dividend ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #402 holding.
Daymark Wealth Partners first reported a position in iShares Core High Dividend ETF in Q2 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's iShares Core High Dividend ETF position peaked at $738K in Q3 2024.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.