GWSG
HDV

GPS Wealth Strategies Group’s iShares Core High Dividend ETF HDV Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-27,155
Closed -$665K – 978
2025
Q3 		$665K Buy
27,155
+1,310
+5% +$31.7K 0.07% 156
2025
Q2 		$606K Buy
25,845
+7,860
+44% +$181K 0.07% 161
2025
Q1 		$436K Buy
17,985
+10,405
+137% +$243K 0.06% 192
2024
Q4 		$170K Buy
7,580
+495
+7% +$11.6K 0.02% 324
2024
Q3 		$167K Buy
7,085
+440
+7% +$10.1K 0.02% 344
2024
Q2 		$145K Buy
6,645
+1,900
+40% +$41.4K 0.02% 325
2024
Q1 		$105K Buy
4,745
+4,115
+653% +$86.5K 0.02% 368
2023
Q4 		$12.9K Sell
630
-17,035
-96% -$336K ﹤0.01% 783
2023
Q3 		$349K Hold
17,665
– – 0.07% 179
2023
Q2 		$356K Buy
17,665
+630
+4% +$12.7K 0.07% 176
2023
Q1 		$346K Buy
+17,035
New +$350K 0.07% 174
2022
Q4 		– Sell
-5,250
Closed -$96K – 535
2022
Q3 		$96K Sell
5,250
-45
-0.8% -$909 0.02% 314
2022
Q2 		$106K Sell
5,295
-315
-6% -$6.65K 0.03% 300
2022
Q1 		$120K Buy
5,610
+30
+0.5% +$623 0.03% 274
2021
Q4 		$113K Buy
5,580
+20
+0.4% +$392 0.02% 282
2021
Q3 		$105K Sell
5,560
-625
-10% -$12.1K 0.03% 278
2021
Q2 		$119K Sell
6,185
-35
-0.6% -$680 0.03% 273
2021
Q1 		$118K Buy
+6,220
New +$113K 0.03% 251

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

GPS Wealth Strategies Group's HDV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Core High Dividend ETF (HDV) in Q4 2025, closing a stake of 27,155 shares — an estimated $665K sold.

GPS Wealth Strategies Group first reported a position in HDV in Q1 2021 and held it in 18 quarters. The position peaked at $665K in Q3 2025. 813 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Core High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 27,155 iShares Core High Dividend ETF shares in Q4 2025, an estimated $665K.
  • GPS Wealth Strategies Group first reported a position in iShares Core High Dividend ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's iShares Core High Dividend ETF position peaked at $665K in Q3 2025.
  • 813 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.