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

Evoke 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 Q2	–	Sell	-32,150	Closed	-$873K	–	280
2026 Q1	$873K	Hold	32,150	–	–	0.02%	299
2025 Q4	$782K	Hold	32,150	–	–	0.01%	307
2025 Q3	$787K	Buy	+32,150	New	+$777K	0.02%	283
2022 Q4	–	Sell	-5,225	Closed	-$95K	–	701
2022 Q3	$95K	Buy	+5,225	New	+$106K	﹤0.01%	421
2022 Q1	–	Sell	-7,500	Closed	-$151K	–	1205
2021 Q4	$151K	Hold	7,500	–	–	﹤0.01%	396
2021 Q3	$141K	Hold	7,500	–	–	0.01%	382
2021 Q2	$145K	Hold	7,500	–	–	0.01%	395
2021 Q1	$142K	Hold	7,500	–	–	0.01%	347
2020 Q4	$132K	Hold	7,500	–	–	0.01%	274
2020 Q3	$121K	Hold	7,500	–	–	0.01%	259
2020 Q2	$122K	Hold	7,500	–	–	0.01%	245
2020 Q1	$107K	Buy	+7,500	New	+$132K	0.02%	253
2019 Q4	–	Sell	-7,500	Closed	-$141K	–	1321
2019 Q3	$141K	Buy	+7,500	New	+$141K	0.02%	316

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

Evoke Wealth's HDV Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 32,150 shares — an estimated $873K sold.

Evoke Wealth first reported a position in HDV in Q3 2019 and held it in 13 quarters. The position peaked at $873K in Q1 2026. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Evoke Wealth reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 32,150 iShares Core High Dividend ETF shares in Q2 2026, an estimated $873K.
Evoke Wealth first reported a position in iShares Core High Dividend ETF in Q3 2019 and held it in 13 quarters.
Evoke Wealth's iShares Core High Dividend ETF position peaked at $873K in Q1 2026.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.