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

Grand 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	–	Sell	-4,590	Closed	-$112K	–	91
2025 Q4	$112K	Hold	4,590	–	–	0.05%	46
2025 Q3	$112K	Hold	4,590	–	–	0.05%	46
2025 Q2	$108K	Hold	4,590	–	–	0.06%	50
2025 Q1	$111K	Hold	4,590	–	–	0.06%	44
2024 Q4	$103K	Hold	4,590	–	–	0.06%	44
2024 Q3	$108K	Hold	4,590	–	–	0.06%	43
2024 Q2	$99.8K	Hold	4,590	–	–	0.06%	43
2024 Q1	$101K	Hold	4,590	–	–	0.05%	51
2023 Q4	$93.6K	Buy	+4,590	New	+$90.4K	0.05%	52
2022 Q4	–	Sell	-4,590	Closed	-$84K	–	61
2022 Q3	$84K	Hold	4,590	–	–	0.04%	43
2022 Q2	$92K	Hold	4,590	–	–	0.05%	43
2022 Q1	$98K	Hold	4,590	–	–	0.05%	37
2021 Q4	$93K	Buy	+4,590	New	+$90K	0.04%	41

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Grand Wealth Management's HDV Position: Q1 2026 in Review

Grand Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q1 2026, closing a stake of 4,590 shares — an estimated $112K sold.

Grand Wealth Management first reported a position in HDV in Q4 2021 and held it in 13 quarters. The position peaked at $112K in Q3 2025. 862 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Grand Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q1 2026 after selling out during the quarter.
Grand Wealth Management sold 4,590 iShares Core High Dividend ETF shares in Q1 2026, an estimated $112K.
Grand Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2021 and held it in 13 quarters.
Grand Wealth Management's iShares Core High Dividend ETF position peaked at $112K in Q3 2025.
862 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.