GSIS
HDV

Global Strategic Investment Solutions’s iShares Core High Dividend ETF HDV Stock Holding History

Global Strategic Investment Solutions’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 		$13.2M Buy
479,931
+1,991
+0.4% +$54.1K 1.17% 22
2026
Q1 		$13M Buy
477,940
+1,445
+0.3% +$38.5K 1.26% 20
2025
Q4 		$11.6M Buy
476,495
+3,015
+0.6% +$73.3K 1.13% 21
2025
Q3 		$11.6M Buy
473,480
+2,550
+0.5% +$61.6K 1.16% 21
2025
Q2 		$11M Sell
470,930
-11,895
-2% -$274K 1.18% 23
2025
Q1 		$11.7M Buy
482,825
+2,335
+0.5% +$54.6K 1.35% 21
2024
Q4 		$10.8M Sell
480,490
-37,565
-7% -$883K 1.26% 21
2024
Q3 		$12.2M Buy
518,055
+3,645
+0.7% +$83.5K 1.42% 20
2024
Q2 		$11.2M Buy
514,410
+2,980
+0.6% +$64.9K 1.35% 22
2024
Q1 		$11.3M Buy
511,430
+940
+0.2% +$19.8K 1.31% 23
2023
Q4 		$10.4M Sell
510,490
-44,150
-8% -$870K 1.28% 24
2023
Q3 		$11M Sell
554,640
-4,900
-0.9% -$100K 1.41% 22
2023
Q2 		$11.3M Buy
559,540
+1,125
+0.2% +$22.6K 1.41% 21
2023
Q1 		$11.4M Buy
558,415
+1,450
+0.3% +$29.8K 1.63% 19
2022
Q4 		$11.6M Buy
556,965
+3,350
+0.6% +$68.5K 0.77% 20
2022
Q3 		$10.1M Sell
553,615
-495
-0.1% -$10K 0.49% 21
2022
Q2 		$11.1M Buy
554,110
+1,285
+0.2% +$27.1K 0.8% 19
2022
Q1 		$11.8M Buy
552,825
+1,025
+0.2% +$21.3K 0.74% 19
2021
Q4 		$11.1M Sell
551,800
-21,240
-4% -$416K 1.78% 17
2021
Q3 		$10.8M Hold
573,040
– – 1.82% 16
2021
Q2 		$11.1M Buy
573,040
+860
+0.2% +$16.7K 1.86% 16
2021
Q1 		$10.9M Buy
572,180
+1,140
+0.2% +$20.8K 1.99% 19
2020
Q4 		$10M Buy
571,040
+32,410
+6% +$549K 2.26% 16
2020
Q3 		$8.67M Buy
538,630
+51,325
+11% +$854K 2.2% 15
2020
Q2 		$7.91M Buy
487,305
+25,625
+6% +$414K 2.21% 16
2020
Q1 		$6.61M Buy
+461,680
New +$8.16M 2.47% 16

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Strategic Investment Solutions's HDV Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its iShares Core High Dividend ETF (HDV) stake by 0.42% in Q2 2026, buying an estimated $54.1K and bringing the position to 479,931 shares worth $13.2M. The position accounts for 1.17% of the portfolio, ranked #22.

Global Strategic Investment Solutions first reported a position in HDV in Q1 2020 and has held it in 26 quarters since. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Global Strategic Investment Solutions held 479,931 shares of iShares Core High Dividend ETF worth $13.2M as of Q2 2026.
  • Global Strategic Investment Solutions bought 1,991 iShares Core High Dividend ETF shares in Q2 2026, an estimated $54.1K.
  • iShares Core High Dividend ETF made up 1.17% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #22 holding.
  • Global Strategic Investment Solutions first reported a position in iShares Core High Dividend ETF in Q1 2020 and has held it in 26 quarters since.
  • 886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.