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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gateway Wealth Partners's HDV Position: Q1 2026 in Review

Gateway Wealth Partners increased its iShares Core High Dividend ETF (HDV) stake by 153% in Q1 2026, buying an estimated $628K and bringing the position to 39,045 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #364.

Gateway Wealth Partners first reported a position in HDV in Q4 2022 and has held it in 14 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Gateway Wealth Partners held 39,045 shares of iShares Core High Dividend ETF worth $1.06M as of Q1 2026.
  • Gateway Wealth Partners bought 23,585 iShares Core High Dividend ETF shares in Q1 2026, an estimated $628K.
  • iShares Core High Dividend ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q1 2026, its #364 holding.
  • Gateway Wealth Partners first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 14 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.