Gray Private Wealth’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
$7.64M Buy
278,649
+11,334
+4% +$308K 3.3% 7
2026
Q1
$7.26M Buy
267,315
+6,145
+2% +$164K 3.65% 7
2025
Q4
$6.35M Buy
261,170
+10,555
+4% +$257K 3.1% 7
2025
Q3
$6.14M Buy
250,615
+4,420
+2% +$107K 3.1% 7
2025
Q2
$5.77M Buy
246,195
+9,055
+4% +$209K 3.1% 7
2025
Q1
$5.74M Buy
237,140
+9,080
+4% +$212K 3.46% 7
2024
Q4
$5.12M Buy
228,060
+4,260
+2% +$100K 3.05% 7
2024
Q3
$5.26M Buy
223,800
+5,410
+2% +$124K 3.15% 7
2024
Q2
$4.75M Buy
218,390
+13,865
+7% +$302K 3.04% 7
2024
Q1
$4.51M Buy
+204,525
New +$4.3M 2.97% 7

Other funds holding HDV

Gray Private Wealth's HDV Position: Q2 2026 in Review

Gray Private Wealth increased its iShares Core High Dividend ETF (HDV) stake by 4.2% in Q2 2026, buying an estimated $308K and bringing the position to 278,649 shares worth $7.64M. The position accounts for 3.3% of the portfolio, ranked #7.

Gray Private Wealth first reported a position in HDV in Q1 2024 and has held it in 10 quarters since. 876 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Gray Private Wealth held 278,649 shares of iShares Core High Dividend ETF worth $7.64M as of Q2 2026.
  • Gray Private Wealth bought 11,334 iShares Core High Dividend ETF shares in Q2 2026, an estimated $308K.
  • iShares Core High Dividend ETF made up 3.3% of Gray Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Gray Private Wealth first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
  • 876 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.