Diversify Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.57M Sell
124,327
-456,548
-79% -$12.4M 0.06% 266
2026
Q1
$3.14M Buy
580,875
+513,220
+759% +$13.7M 0.06% 264
2025
Q4
$1.69M Buy
+67,655
New +$1.65M 0.08% 233
2025
Q3
– Sell
-11,455
Closed -$276K – 549
2025
Q2
$276K Buy
+11,455
New +$264K 0.02% 470

Other funds holding HDV

Diversify Wealth Management's HDV Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 79% in Q2 2026, selling an estimated $12.4M and leaving 124,327 shares worth $3.57M. The position accounts for 0.06% of the portfolio, ranked #266.

Diversify Wealth Management first reported a position in HDV in Q2 2025 and has held it in 4 quarters since. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Diversify Wealth Management held 124,327 shares of iShares Core High Dividend ETF worth $3.57M as of Q2 2026.
  • Diversify Wealth Management sold 456,548 iShares Core High Dividend ETF shares in Q2 2026, an estimated $12.4M.
  • iShares Core High Dividend ETF made up 0.06% of Diversify Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Diversify Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.