GWP
HDV

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

Gateway Wealth Partners’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 		$559K Sell
20,384
-18,661
-48% -$508K 0.03% 445
2026
Q1 		$1.06M Buy
39,045
+23,585
+153% +$628K 0.04% 364
2025
Q4 		$376K Sell
15,460
-2,770
-15% -$67.4K 0.04% 322
2025
Q3 		$446K Sell
18,230
-290
-2% -$7.01K 0.06% 263
2025
Q2 		$434K Hold
18,520
– – 0.08% 221
2025
Q1 		$449K Sell
18,520
-1,570
-8% -$36.7K 0.1% 195
2024
Q4 		$451K Buy
20,090
+1,870
+10% +$43.9K 0.12% 178
2024
Q3 		$429K Sell
18,220
-17,175
-49% -$393K 0.12% 160
2024
Q2 		$770K Buy
35,395
+25
+0.1% +$544 0.23% 99
2024
Q1 		$780K Buy
35,370
+125
+0.4% +$2.63K 0.28% 83
2023
Q4 		$719K Sell
35,245
-1,530
-4% -$30.1K 0.29% 79
2023
Q3 		$727K Buy
36,775
+875
+2% +$17.9K 0.13% 101
2023
Q2 		$724K Sell
35,900
-1,945
-5% -$39.1K 0.13% 98
2023
Q1 		$769K Sell
37,845
-745
-2% -$15.3K 0.12% 92
2022
Q4 		$805K Buy
+38,590
New +$790K 0.14% 76

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gateway Wealth Partners's HDV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Core High Dividend ETF (HDV) stake by 48% in Q2 2026, selling an estimated $508K and leaving 20,384 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #445.

Gateway Wealth Partners first reported a position in HDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q1 2026. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Gateway Wealth Partners held 20,384 shares of iShares Core High Dividend ETF worth $559K as of Q2 2026.
  • Gateway Wealth Partners sold 18,661 iShares Core High Dividend ETF shares in Q2 2026, an estimated $508K.
  • iShares Core High Dividend ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #445 holding.
  • Gateway Wealth Partners first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's iShares Core High Dividend ETF position peaked at $1.06M in Q1 2026.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.