Golden State Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Golden State Wealth Management’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	$117K	Sell	4,262 -1,048	-20%	-$28.5K	0.01%	533
2026 Q1	$144K	Buy	5,310 +280	+6%	+$7.45K	0.02%	431
2025 Q4	$122K	Sell	5,030 -2,140	-30%	-$52K	0.01%	476
2025 Q3	$176K	Buy	7,170 +110	+2%	+$2.66K	0.02%	400
2025 Q2	$166K	Buy	7,060 +85	+1%	+$1.96K	0.02%	390
2025 Q1	$169K	Sell	6,975 -105	-1%	-$2.45K	0.03%	360
2024 Q4	$159K	Buy	+7,080	New	+$166K	0.02%	358
2020 Q3	–	Sell	-12,410	Closed	-$201K	–	454
2020 Q2	$201K	Buy	12,410 +10,880	+711%	+$176K	0.05%	230
2020 Q1	$22K	Buy	+1,530	New	+$27K	0.01%	486
2019 Q4	–	Sell	-1,530	Closed	-$29K	–	426
2019 Q3	$29K	Sell	1,530 -25	-2%	-$470	0.01%	550
2019 Q2	$29K	Sell	1,555 -620	-29%	-$11.6K	0.01%	556
2019 Q1	$41K	Buy	+2,175	New	+$39.1K	0.01%	495

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

Golden State Wealth Management's HDV Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 20% in Q2 2026, selling an estimated $28.5K and leaving 4,262 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #533.

Golden State Wealth Management first reported a position in HDV in Q1 2019 and has held it in 12 quarters since. The position peaked at $201K in Q2 2020. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Golden State Wealth Management held 4,262 shares of iShares Core High Dividend ETF worth $117K as of Q2 2026.
Golden State Wealth Management sold 1,048 iShares Core High Dividend ETF shares in Q2 2026, an estimated $28.5K.
iShares Core High Dividend ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #533 holding.
Golden State Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's iShares Core High Dividend ETF position peaked at $201K in Q2 2020.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.