Evergreen Wealth Solutions’s iShares Core High Dividend ETF HDV Stock Holding History

Evergreen Wealth Solutions’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 Q1	$958K	Buy	35,280 +16,790	+91%	+$447K	0.07%	165
2025 Q4	$450K	Buy	18,490 +5,460	+42%	+$133K	0.06%	132
2025 Q3	$319K	Buy	13,030 +595	+5%	+$14.4K	0.18%	88
2025 Q2	$291K	Buy	12,435 +575	+5%	+$13.3K	0.18%	92
2025 Q1	$287K	Buy	11,860 +1,420	+14%	+$33.2K	0.19%	89
2024 Q4	$234K	Sell	10,440 -1,940	-16%	-$45.6K	0.16%	93
2024 Q3	$291K	Buy	+12,380	New	+$283K	0.2%	86

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Evergreen Wealth Solutions's HDV Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its iShares Core High Dividend ETF (HDV) stake by 91% in Q1 2026, buying an estimated $447K and bringing the position to 35,280 shares worth $958K. The position accounts for 0.07% of the portfolio, ranked #165.

Evergreen Wealth Solutions first reported a position in HDV in Q3 2024 and has held it in 7 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Evergreen Wealth Solutions held 35,280 shares of iShares Core High Dividend ETF worth $958K as of Q1 2026.
Evergreen Wealth Solutions bought 16,790 iShares Core High Dividend ETF shares in Q1 2026, an estimated $447K.
iShares Core High Dividend ETF made up 0.07% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #165 holding.
Evergreen Wealth Solutions first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 7 quarters since.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.