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

Grant Private 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 Q2	$305K	Buy	+11,145	New	+$303K	0.13%	121

Other funds holding HDV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $186M AUM

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Grant Private Wealth Management's HDV Position: Q2 2026 in Review

Grant Private Wealth Management opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 11,145 shares worth $305K. The stake represents 0.13% of the portfolio and ranks #121 among its holdings.

155 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Grant Private Wealth Management held 11,145 shares of iShares Core High Dividend ETF worth $305K as of Q2 2026.
iShares Core High Dividend ETF was a new Grant Private Wealth Management position in Q2 2026.
iShares Core High Dividend ETF made up 0.13% of Grant Private Wealth Management's portfolio in Q2 2026, its #121 holding.
155 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.