Gradient Investments’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $310K | Hold |
11,320
| – | – | ﹤0.01% | 408 |
|
|
2026
Q1 | $307K | Sell |
11,320
-150
| -1% | -$3.99K | ﹤0.01% | 374 |
|
|
2025
Q4 | $279K | Buy |
11,470
+150
| +1% | +$3.65K | ﹤0.01% | 318 |
|
|
2025
Q3 | $277K | Hold |
11,320
| – | – | ﹤0.01% | 338 |
|
|
2025
Q2 | $265K | Hold |
11,320
| – | – | ﹤0.01% | 326 |
|
|
2025
Q1 | $274K | Hold |
11,320
| – | – | 0.01% | 289 |
|
|
2024
Q4 | $254K | Sell |
11,320
-90
| -0.8% | -$2.12K | 0.01% | 271 |
|
|
2024
Q3 | $268K | Buy |
11,410
+285
| +3% | +$6.53K | 0.01% | 267 |
|
|
2024
Q2 | $242K | Hold |
11,125
| – | – | 0.01% | 296 |
|
|
2024
Q1 | $245K | Sell |
11,125
-2,915
| -21% | -$61.3K | 0.01% | 277 |
|
|
2023
Q4 | $286K | Buy |
14,040
+175
| +1% | +$3.45K | 0.01% | 306 |
|
|
2023
Q3 | $274K | Hold |
13,865
| – | – | 0.01% | 290 |
|
|
2023
Q2 | $280K | Sell |
13,865
-185
| -1% | -$3.72K | 0.01% | 294 |
|
|
2023
Q1 | $286K | Sell |
14,050
-845
| -6% | -$17.3K | 0.01% | 271 |
|
|
2022
Q4 | $311K | Buy |
14,895
+3,730
| +33% | +$76.3K | 0.01% | 272 |
|
|
2022
Q3 | $204K | Sell |
11,165
-25
| -0.2% | -$505 | 0.01% | 280 |
|
|
2022
Q2 | $225K | Sell |
11,190
-6,280
| -36% | -$133K | 0.01% | 278 |
|
|
2022
Q1 | $374K | Hold |
17,470
| – | – | 0.01% | 247 |
|
|
2021
Q4 | $353K | Hold |
17,470
| – | – | 0.01% | 243 |
|
|
2021
Q3 | $329K | Buy |
17,470
+3,540
| +25% | +$68.5K | 0.01% | 239 |
|
|
2021
Q2 | $269K | Buy |
13,930
+13,555
| +3,615% | +$263K | 0.01% | 256 |
|
|
2021
Q1 | $7K | Sell |
375
-2,215
| -86% | -$40.4K | ﹤0.01% | 828 |
|
|
2020
Q4 | $42K | Hold |
2,590
| – | – | ﹤0.01% | 431 |
|
|
2020
Q3 | $42K | Buy |
2,590
+2,215
| +591% | +$36.9K | ﹤0.01% | 435 |
|
|
2020
Q2 | $6K | Sell |
375
-95
| -20% | -$1.53K | ﹤0.01% | 712 |
|
|
2020
Q1 | $7K | Hold |
470
| – | – | ﹤0.01% | 716 |
|
|
2019
Q4 | $9K | Hold |
470
| – | – | ﹤0.01% | 722 |
|
|
2019
Q3 | $9K | Hold |
470
| – | – | ﹤0.01% | 687 |
|
|
2019
Q2 | $9K | Hold |
470
| – | – | ﹤0.01% | 667 |
|
|
2019
Q1 | $9K | Sell |
470
-370
| -44% | -$6.64K | ﹤0.01% | 568 |
|
|
2018
Q4 | $14K | Buy |
840
+370
| +79% | +$6.58K | ﹤0.01% | 515 |
|
|
2018
Q3 | $8K | Buy |
470
+285
| +154% | +$5.05K | ﹤0.01% | 659 |
|
|
2018
Q2 | $3K | Sell |
185
-515
| -74% | -$8.76K | ﹤0.01% | 771 |
|
|
2018
Q1 | $12K | Sell |
700
-244,900
| -100% | -$4.32M | ﹤0.01% | 592 |
|
|
2017
Q4 | $4.43M | Sell |
245,600
-22,755
| -8% | -$398K | 0.26% | 84 |
|
|
2017
Q3 | $4.61M | Buy |
268,355
+14,165
| +6% | +$239K | 0.29% | 83 |
|
|
2017
Q2 | $4.23M | Buy |
254,190
+7,700
| +3% | +$129K | 0.3% | 85 |
|
|
2017
Q1 | $4.13M | Buy |
246,490
+37,355
| +18% | +$623K | 0.32% | 86 |
|
|
2016
Q4 | $3.44M | Buy |
+209,135
| New | +$3.37M | 0.3% | 86 |
|
|
2015
Q2 | – | Sell |
-2,225
| Closed | -$33K | – | 665 |
|
|
2015
Q1 | $33K | Buy |
+2,225
| New | +$34.1K | ﹤0.01% | 281 |
|
Other funds holding HDV
Gradient Investments's HDV Position: Q2 2026 in Review
Gradient Investments held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 11,320 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #408.
Gradient Investments first reported a position in HDV in Q1 2015 and has held it in 40 quarters since. The position peaked at $4.61M in Q3 2017. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- Gradient Investments held 11,320 shares of iShares Core High Dividend ETF worth $310K as of Q2 2026.
- Gradient Investments left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
- iShares Core High Dividend ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #408 holding.
- Gradient Investments first reported a position in iShares Core High Dividend ETF in Q1 2015 and has held it in 40 quarters since.
- Gradient Investments's iShares Core High Dividend ETF position peaked at $4.61M in Q3 2017.
- 879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.