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

GC Wealth Management RIA’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	$261K	Sell	9,535 -10,020	-51%	-$273K	0.02%	434
2026 Q1	$531K	Hold	19,555	–	–	0.02%	340
2025 Q4	$476K	Hold	19,555	–	–	0.02%	368
2025 Q3	$479K	Buy	19,555 +10,020	+105%	+$242K	0.02%	576
2025 Q2	$223K	Hold	9,535	–	–	0.02%	497
2025 Q1	$231K	Hold	9,535	–	–	0.04%	280
2024 Q4	$214K	Hold	9,535	–	–	0.04%	275
2024 Q3	$224K	Buy	9,535 +50	+0.5%	+$1.15K	0.04%	275
2024 Q2	$206K	Hold	9,485	–	–	0.04%	258
2024 Q1	$209K	Buy	+9,485	New	+$199K	0.04%	265

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 22.96% 1-Year Est. Return

GC Wealth Management RIA's HDV Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares Core High Dividend ETF (HDV) stake by 51% in Q2 2026, selling an estimated $273K and leaving 9,535 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #434.

GC Wealth Management RIA first reported a position in HDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $531K in Q1 2026. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

GC Wealth Management RIA held 9,535 shares of iShares Core High Dividend ETF worth $261K as of Q2 2026.
GC Wealth Management RIA sold 10,020 iShares Core High Dividend ETF shares in Q2 2026, an estimated $273K.
iShares Core High Dividend ETF made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #434 holding.
GC Wealth Management RIA first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
GC Wealth Management RIA's iShares Core High Dividend ETF position peaked at $531K in Q1 2026.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.