Gould Capital’s iShares Core High Dividend ETF HDV Stock Holding History

Gould Capital’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	$2.47K	Hold	90	–	–	﹤0.01%	183
2026 Q1	$2.44K	Hold	90	–	–	﹤0.01%	174
2025 Q4	$2.19K	Hold	90	–	–	﹤0.01%	172
2025 Q3	$2.2K	Hold	90	–	–	﹤0.01%	181
2025 Q2	$2.11K	Hold	90	–	–	﹤0.01%	182
2025 Q1	$2.18K	Hold	90	–	–	﹤0.01%	178
2024 Q4	$2.02K	Hold	90	–	–	﹤0.01%	183
2024 Q3	$2.12K	Hold	90	–	–	﹤0.01%	181
2024 Q2	$1.96K	Buy	+90	New	+$1.96K	﹤0.01%	185

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

Gould Capital's HDV Position: Q2 2026 in Review

Gould Capital held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 90 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Gould Capital first reported a position in HDV in Q2 2024 and has held it in 9 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Gould Capital held 90 shares of iShares Core High Dividend ETF worth $2.47K as of Q2 2026.
Gould Capital left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up ﹤0.01% of Gould Capital's portfolio in Q2 2026, its #183 holding.
Gould Capital first reported a position in iShares Core High Dividend ETF in Q2 2024 and has held it in 9 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.