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 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 Q2	–	Sell	-1,530	Closed	-$22K	–	496
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

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 $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

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

Jones Financial Companies

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return