Fortitude Family Office’s iShares Core High Dividend ETF HDV Stock Holding History

Fortitude Family Office’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	$42.5K	Sell	1,550 -900	-37%	-$24.5K	0.01%	319
2026 Q1	$66.5K	Hold	2,450	–	–	0.01%	198
2025 Q4	$59.6K	Hold	2,450	–	–	0.01%	231
2025 Q3	$60K	Hold	2,450	–	–	0.02%	226
2025 Q2	$57.4K	Hold	2,450	–	–	0.02%	227
2025 Q1	$59.3K	Sell	2,450 -9,500	-79%	-$222K	0.02%	198
2024 Q4	$268K	Buy	11,950 +1,550	+15%	+$36.4K	0.1%	108
2024 Q3	$245K	Buy	+10,400	New	+$238K	0.1%	104

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 22.9% 1-Year Est. Return

Fortitude Family Office's HDV Position: Q2 2026 in Review

Fortitude Family Office reduced its iShares Core High Dividend ETF (HDV) stake by 37% in Q2 2026, selling an estimated $24.5K and leaving 1,550 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #319.

Fortitude Family Office first reported a position in HDV in Q3 2024 and has held it in 8 quarters since. The position peaked at $268K in Q4 2024. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Fortitude Family Office held 1,550 shares of iShares Core High Dividend ETF worth $42.5K as of Q2 2026.
Fortitude Family Office sold 900 iShares Core High Dividend ETF shares in Q2 2026, an estimated $24.5K.
iShares Core High Dividend ETF made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #319 holding.
Fortitude Family Office first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
Fortitude Family Office's iShares Core High Dividend ETF position peaked at $268K in Q4 2024.
888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.