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

Financial Network 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 Q1	$586K	Hold	21,610	–	–	0.19%	63
2025 Q4	$525K	Hold	21,610	–	–	0.16%	64
2025 Q3	$517K	Buy	+21,610	New	+$522K	0.16%	65
2025 Q1	$523K	Hold	21,610	–	–	0.18%	66
2024 Q4	$485K	Hold	21,610	–	–	0.17%	67
2024 Q3	$508K	Hold	21,610	–	–	0.18%	68
2024 Q2	$469K	Buy	+21,610	New	+$471K	0.18%	69
2024 Q1	–	Sell	-21,610	Closed	-$440K	–	68
2023 Q4	$440K	Sell	21,610 -6,935	-24%	-$137K	0.19%	66
2023 Q3	$557K	Hold	28,545	–	–	0.27%	52
2023 Q2	$594K	Hold	28,545	–	–	0.27%	53
2023 Q1	$580K	Hold	28,545	–	–	0.29%	55
2022 Q4	$595K	Sell	28,545 -20	-0.1%	-$409	0.32%	52
2022 Q3	$522K	Hold	28,565	–	–	0.33%	40
2022 Q2	$574K	Buy	28,565 +18,250	+177%	+$385K	0.34%	40
2022 Q1	$221K	Buy	10,315 +70	+0.7%	+$1.45K	0.12%	101
2021 Q4	$207K	Sell	10,245 -1,120	-10%	-$22K	0.1%	112
2021 Q3	$214K	Buy	+11,365	New	+$220K	0.12%	103

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

Financial Network Wealth Management's HDV Position: Q1 2026 in Review

Financial Network Wealth Management held its iShares Core High Dividend ETF (HDV) position steady in Q1 2026 at 21,610 shares worth $586K. The position accounts for 0.19% of the portfolio, ranked #63.

Financial Network Wealth Management first reported a position in HDV in Q3 2021 and has held it in 17 quarters since. The position peaked at $595K in Q4 2022. 857 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Financial Network Wealth Management held 21,610 shares of iShares Core High Dividend ETF worth $586K as of Q1 2026.
Financial Network Wealth Management left its iShares Core High Dividend ETF share count unchanged in Q1 2026.
iShares Core High Dividend ETF made up 0.19% of Financial Network Wealth Management's portfolio in Q1 2026, its #63 holding.
Financial Network Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2021 and has held it in 17 quarters since.
Financial Network Wealth Management's iShares Core High Dividend ETF position peaked at $595K in Q4 2022.
857 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.