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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gen-Wealth Partners's HDV Position: Q1 2026 in Review

Gen-Wealth Partners held its iShares Core High Dividend ETF (HDV) position steady in Q1 2026 at 14,520 shares worth $394K. The position accounts for 0.12% of the portfolio, ranked #159.

Gen-Wealth Partners first reported a position in HDV in Q1 2024 and has held it in 9 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Gen-Wealth Partners held 14,520 shares of iShares Core High Dividend ETF worth $394K as of Q1 2026.
Gen-Wealth Partners left its iShares Core High Dividend ETF share count unchanged in Q1 2026.
iShares Core High Dividend ETF made up 0.12% of Gen-Wealth Partners's portfolio in Q1 2026, its #159 holding.
Gen-Wealth Partners first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 9 quarters since.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.