Global Retirement Partners’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $8.16M | Buy |
335,305
+36,815
| +12% | +$895K | 0.14% | 133 |
|
|
2025
Q3 | $7.31M | Buy |
298,490
+43,880
| +17% | +$1.06M | 0.16% | 115 |
|
|
2025
Q2 | $5.97M | Buy |
+254,610
| New | +$5.87M | 0.15% | 131 |
|
|
2024
Q4 | $5.85M | Buy |
260,660
+25,665
| +11% | +$603K | 0.17% | 118 |
|
|
2024
Q3 | $5.53M | Buy |
234,995
+3,240
| +1% | +$74.2K | 0.17% | 125 |
|
|
2024
Q2 | $5.04M | Buy |
231,755
+20,395
| +10% | +$444K | 0.16% | 134 |
|
|
2024
Q1 | $4.66M | Buy |
211,360
+28,635
| +16% | +$602K | 0.17% | 126 |
|
|
2023
Q4 | $3.74M | Buy |
182,725
+6,335
| +4% | +$125K | 0.16% | 141 |
|
|
2023
Q3 | $3.41M | Sell |
176,390
-122,470
| -41% | -$2.51M | 0.17% | 121 |
|
|
2023
Q2 | $6.02M | Buy |
298,860
+55,935
| +23% | +$1.13M | 0.29% | 74 |
|
|
2023
Q1 | $4.84M | Buy |
242,925
+230,610
| +1,873% | +$4.73M | 0.26% | 82 |
|
|
2022
Q4 | $257K | Sell |
12,315
-415
| -3% | -$8.49K | 0.02% | 524 |
|
|
2022
Q3 | $262K | Sell |
12,730
-24,640
| -66% | -$498K | 0.02% | 496 |
|
|
2022
Q2 | $751K | Buy |
37,370
+6,910
| +23% | +$146K | 0.06% | 289 |
|
|
2022
Q1 | $653K | Buy |
+30,460
| New | +$632K | 0.05% | 315 |
|
|
2021
Q4 | – | Sell |
-1,390
| Closed | -$26K | – | 889 |
|
|
2021
Q3 | $26K | Sell |
1,390
-715
| -34% | -$13.8K | ﹤0.01% | 1117 |
|
|
2021
Q2 | $41K | Sell |
2,105
-8,125
| -79% | -$158K | ﹤0.01% | 931 |
|
|
2021
Q1 | $194K | Buy |
10,230
+2,025
| +25% | +$36.9K | 0.02% | 419 |
|
|
2020
Q4 | $144K | Buy |
8,205
+30
| +0.4% | +$508 | 0.02% | 453 |
|
|
2020
Q3 | $132K | Hold |
8,175
| – | – | 0.02% | 433 |
|
|
2020
Q2 | $133K | Sell |
8,175
-725
| -8% | -$11.7K | 0.02% | 428 |
|
|
2020
Q1 | $127K | Sell |
8,900
-185
| -2% | -$3.27K | 0.02% | 393 |
|
|
2019
Q4 | $178K | Hold |
9,085
| – | – | 0.03% | 385 |
|
|
2019
Q3 | $171K | Buy |
9,085
+900
| +11% | +$16.9K | 0.03% | 386 |
|
|
2019
Q2 | $155K | Sell |
8,185
-1,520
| -16% | -$28.5K | 0.03% | 382 |
|
|
2019
Q1 | $181K | Sell |
9,705
-2,495
| -20% | -$44.8K | 0.04% | 314 |
|
|
2018
Q4 | $206K | Buy |
12,200
+2,445
| +25% | +$43.5K | 0.05% | 279 |
|
|
2018
Q3 | $177K | Buy |
9,755
+50
| +0.5% | +$887 | 0.04% | 313 |
|
|
2018
Q2 | $165K | Sell |
9,705
-130
| -1% | -$2.21K | 0.04% | 312 |
|
|
2018
Q1 | $166K | Buy |
9,835
+875
| +10% | +$15.4K | 0.05% | 306 |
|
|
2017
Q4 | $162K | Buy |
8,960
+130
| +1% | +$2.27K | 0.04% | 285 |
|
|
2017
Q3 | $152K | Sell |
8,830
-4,245
| -32% | -$71.5K | 0.06% | 265 |
|
|
2017
Q2 | $217K | Buy |
13,075
+1,485
| +13% | +$24.9K | 0.1% | 191 |
|
|
2017
Q1 | $194K | Buy |
11,590
+495
| +4% | +$8.25K | 0.11% | 181 |
|
|
2016
Q4 | $183K | Buy |
+11,095
| New | +$179K | 0.12% | 154 |
|
Other funds holding HDV
Global Retirement Partners's HDV Position: Q4 2025 in Review
Global Retirement Partners increased its iShares Core High Dividend ETF (HDV) stake by 12% in Q4 2025, buying an estimated $895K and bringing the position to 335,305 shares worth $8.16M. The position accounts for 0.14% of the portfolio, ranked #133.
Global Retirement Partners first reported a position in HDV in Q4 2016 and has held it in 35 quarters since. 809 funds tracked by Wall St. Rank hold HDV as of Q4 2025.
- Global Retirement Partners held 335,305 shares of iShares Core High Dividend ETF worth $8.16M as of Q4 2025.
- Global Retirement Partners bought 36,815 iShares Core High Dividend ETF shares in Q4 2025, an estimated $895K.
- iShares Core High Dividend ETF made up 0.14% of Global Retirement Partners's portfolio in Q4 2025, its #133 holding.
- Global Retirement Partners first reported a position in iShares Core High Dividend ETF in Q4 2016 and has held it in 35 quarters since.
- 809 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.