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

Gen-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	$398K	Hold	14,520	–	–	0.11%	155
2026 Q1	$394K	Hold	14,520	–	–	0.12%	159
2025 Q4	$353K	Hold	14,520	–	–	0.11%	192
2025 Q3	$356K	Hold	14,520	–	–	0.12%	184
2025 Q2	$340K	Hold	14,520	–	–	0.13%	166
2025 Q1	$352K	Hold	14,520	–	–	0.15%	156
2024 Q4	$326K	Hold	14,520	–	–	0.14%	157
2024 Q3	$341K	Hold	14,520	–	–	0.15%	159
2024 Q2	$316K	Hold	14,520	–	–	0.15%	159
2024 Q1	$320K	Buy	+14,520	New	+$305K	0.16%	148

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

Gen-Wealth Partners's HDV Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 14,520 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #155.

Gen-Wealth Partners first reported a position in HDV in Q1 2024 and has held it in 10 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Gen-Wealth Partners held 14,520 shares of iShares Core High Dividend ETF worth $398K as of Q2 2026.
Gen-Wealth Partners left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.11% of Gen-Wealth Partners's portfolio in Q2 2026, its #155 holding.
Gen-Wealth Partners first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.