GFWA
HDV

Grey Fox Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Grey Fox Wealth Advisors’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
-15
Closed -$367 – 336
2025
Q3 		$367 Buy
+15
New +$362 ﹤0.01% 614

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Grey Fox Wealth Advisors's HDV Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares Core High Dividend ETF (HDV) in Q4 2025, closing a stake of 15 shares — an estimated $367 sold.

Grey Fox Wealth Advisors first reported a position in HDV in Q3 2025 and held it in 1 quarter. The position peaked at $367 in Q3 2025. 809 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining iShares Core High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 15 iShares Core High Dividend ETF shares in Q4 2025, an estimated $367.
  • Grey Fox Wealth Advisors first reported a position in iShares Core High Dividend ETF in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's iShares Core High Dividend ETF position peaked at $367 in Q3 2025.
  • 809 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.