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

GDS 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
2026 Q2	$454K	Buy	16,572 +3,202	+24%	+$87.1K	0.02%	149
2026 Q1	$363K	Sell	13,370 -255	-2%	-$6.79K	0.02%	140
2025 Q4	$331K	Sell	13,625 -280	-2%	-$6.81K	0.02%	148
2025 Q3	$341K	Sell	13,905 -2,205	-14%	-$53.3K	0.02%	142
2025 Q2	$378K	Sell	16,110 -1,570	-9%	-$36.2K	0.03%	132
2025 Q1	$428K	Sell	17,680 -6,075	-26%	-$142K	0.04%	118
2024 Q4	$533K	Sell	23,755 -2,820	-11%	-$66.3K	0.05%	108
2024 Q3	$625K	Sell	26,575 -835,945	-97%	-$19.1M	0.06%	85
2024 Q2	$18.8M	Buy	862,520 +37,015	+4%	+$806K	2.06%	13
2024 Q1	$18.2M	Sell	825,505 -151,045	-15%	-$3.18M	2.13%	10
2023 Q4	$19.9M	Buy	976,550 +22,835	+2%	+$450K	2.69%	9
2023 Q3	$18.9M	Buy	953,715 +72,975	+8%	+$1.49M	2.97%	9
2023 Q2	$17.8M	Buy	880,740 +54,910	+7%	+$1.11M	2.88%	10
2023 Q1	$16.8M	Buy	825,830 +39,315	+5%	+$807K	2.97%	11
2022 Q4	$16.4M	Buy	786,515 +41,110	+6%	+$841K	3.13%	9
2022 Q3	$13.6M	Buy	745,405 +52,705	+8%	+$1.07M	3.03%	7
2022 Q2	$13.9M	Buy	692,700 +66,120	+11%	+$1.4M	3.12%	7
2022 Q1	$13.6M	Buy	626,580 +36,155	+6%	+$750K	2.99%	9
2021 Q4	$11.9M	Buy	+590,425	New	+$11.6M	2.67%	11

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

GDS Wealth Management's HDV Position: Q2 2026 in Review

GDS Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 24% in Q2 2026, buying an estimated $87.1K and bringing the position to 16,572 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #149.

GDS Wealth Management first reported a position in HDV in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.9M in Q4 2023. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

GDS Wealth Management held 16,572 shares of iShares Core High Dividend ETF worth $454K as of Q2 2026.
GDS Wealth Management bought 3,202 iShares Core High Dividend ETF shares in Q2 2026, an estimated $87.1K.
iShares Core High Dividend ETF made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #149 holding.
GDS Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 19 quarters since.
GDS Wealth Management's iShares Core High Dividend ETF position peaked at $19.9M in Q4 2023.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.