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

Forefront 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
2025 Q4	$974K	Buy	40,065 +3,545	+10%	+$86.2K	0.7%	37
2025 Q3	$894K	Buy	36,520 +485	+1%	+$11.7K	0.66%	37
2025 Q2	$844K	Buy	36,035 +1,115	+3%	+$25.7K	0.68%	34
2025 Q1	$846K	Sell	34,920 -1,670	-5%	-$39K	0.78%	33
2024 Q4	$822K	Buy	+36,590	New	+$860K	0.76%	31
2023 Q3	$4.29M	Sell	217,105 -760	-0.3%	-$15.6K	6.02%	4
2023 Q2	$4.39M	Sell	217,865 -130,975	-38%	-$2.64M	5.8%	4
2023 Q1	$7.09M	Sell	348,840 -7,040	-2%	-$145K	9.27%	1
2022 Q4	$7.42M	Buy	355,880 +80,355	+29%	+$1.64M	9.99%	1
2022 Q3	$5.03M	Sell	275,525 -2,655	-1%	-$53.6K	7.01%	3
2022 Q2	$5.58M	Buy	278,180 +39,645	+17%	+$837K	7.52%	2
2022 Q1	$5.1M	Buy	+238,535	New	+$4.95M	5.04%	4

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Forefront Wealth Management's HDV Position: Q4 2025 in Review

Forefront Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 9.7% in Q4 2025, buying an estimated $86.2K and bringing the position to 40,065 shares worth $974K. The position accounts for 0.7% of the portfolio, ranked #37.

Forefront Wealth Management first reported a position in HDV in Q1 2022 and has held it in 12 quarters since. The position peaked at $7.42M in Q4 2022. 811 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

Forefront Wealth Management held 40,065 shares of iShares Core High Dividend ETF worth $974K as of Q4 2025.
Forefront Wealth Management bought 3,545 iShares Core High Dividend ETF shares in Q4 2025, an estimated $86.2K.
iShares Core High Dividend ETF made up 0.7% of Forefront Wealth Management's portfolio in Q4 2025, its #37 holding.
Forefront Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2022 and has held it in 12 quarters since.
Forefront Wealth Management's iShares Core High Dividend ETF position peaked at $7.42M in Q4 2022.
811 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.