Genesis Private Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Genesis Private Wealth’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	$1.09M	Buy	39,685 +135	+0.3%	+$3.67K	0.31%	59
2026 Q1	$1.07M	Sell	39,550 -270	-0.7%	-$7.19K	0.34%	59
2025 Q4	$969K	Sell	39,820 -11,530	-22%	-$280K	0.3%	64
2025 Q3	$1.26M	Buy	51,350 +10,865	+27%	+$263K	0.53%	37
2025 Q2	$949K	Sell	40,485 -505	-1%	-$11.6K	0.45%	36
2025 Q1	$993K	Sell	40,990 -39,080	-49%	-$913K	0.53%	34
2024 Q4	$1.8M	Buy	+80,070	New	+$1.88M	0.99%	31

Other funds holding HDV

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $186M AUM

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Genesis Private Wealth's HDV Position: Q2 2026 in Review

Genesis Private Wealth increased its iShares Core High Dividend ETF (HDV) stake by 0.34% in Q2 2026, buying an estimated $3.67K and bringing the position to 39,685 shares worth $1.09M. The position accounts for 0.31% of the portfolio, ranked #59.

Genesis Private Wealth first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q4 2024. 199 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Genesis Private Wealth held 39,685 shares of iShares Core High Dividend ETF worth $1.09M as of Q2 2026.
Genesis Private Wealth bought 135 iShares Core High Dividend ETF shares in Q2 2026, an estimated $3.67K.
iShares Core High Dividend ETF made up 0.31% of Genesis Private Wealth's portfolio in Q2 2026, its #59 holding.
Genesis Private Wealth first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's iShares Core High Dividend ETF position peaked at $1.8M in Q4 2024.
199 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.