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

Empirical Wealth Management’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	$288K	Hold	10,500	–	–	﹤0.01%	877
2026 Q1	$285K	Sell	10,500 -730	-7%	-$19.4K	﹤0.01%	813
2025 Q4	$273K	Sell	11,230 -1,200	-10%	-$29.2K	﹤0.01%	726
2025 Q3	$304K	Buy	12,430 +530	+4%	+$12.8K	0.01%	609
2025 Q2	$279K	Hold	11,900	–	–	0.01%	554
2025 Q1	$288K	Sell	11,900 -6,845	-37%	-$160K	0.01%	524
2024 Q4	$421K	Sell	18,745 -3,990	-18%	-$93.8K	0.01%	423
2024 Q3	$535K	Buy	22,735 +4,805	+27%	+$110K	0.02%	356
2024 Q2	$390K	Hold	17,930	–	–	0.01%	403
2024 Q1	$395K	Buy	17,930 +5,560	+45%	+$117K	0.01%	381
2023 Q4	$252K	Hold	12,370	–	–	0.01%	433
2023 Q3	$245K	Hold	12,370	–	–	0.01%	413
2023 Q2	$249K	Hold	12,370	–	–	0.01%	401
2023 Q1	$252K	Sell	12,370 -280	-2%	-$5.75K	0.01%	419
2022 Q4	$264K	Sell	12,650 -3,475	-22%	-$71.1K	0.01%	398
2022 Q3	$294K	Sell	16,125 -5,900	-27%	-$119K	0.02%	378
2022 Q2	$442K	Hold	22,025	–	–	0.02%	320
2022 Q1	$471K	Buy	22,025 +1,990	+10%	+$41.3K	0.02%	338
2021 Q4	$405K	Hold	20,035	–	–	0.02%	379
2021 Q3	$378K	Sell	20,035 -4,615	-19%	-$89.3K	0.02%	347
2021 Q2	$476K	Buy	24,650 +1,665	+7%	+$32.3K	0.03%	307
2021 Q1	$436K	Buy	22,985 +2,500	+12%	+$45.6K	0.03%	270
2020 Q4	$359K	Buy	20,485 +7,310	+55%	+$124K	0.03%	283
2020 Q3	$212K	Buy	+13,175	New	+$219K	0.02%	322

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

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

Empirical Wealth Management held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 10,500 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Empirical Wealth Management first reported a position in HDV in Q3 2020 and has held it in 24 quarters since. The position peaked at $535K in Q3 2024. 884 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Empirical Wealth Management held 10,500 shares of iShares Core High Dividend ETF worth $288K as of Q2 2026.
Empirical Wealth Management left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #877 holding.
Empirical Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2020 and has held it in 24 quarters since.
Empirical Wealth Management's iShares Core High Dividend ETF position peaked at $535K in Q3 2024.
884 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.