High Point Wealth Management’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
$3.57M Buy
130,155
+1,290
+1% +$35.1K 2.92% 8
2026
Q1
$3.5M Buy
128,865
+3,680
+3% +$98K 3.38% 6
2025
Q4
$3.04M Buy
+125,185
New +$3.04M 2.86% 8

Other funds holding HDV

High Point Wealth Management's HDV Position: Q2 2026 in Review

High Point Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 1% in Q2 2026, buying an estimated $35.1K and bringing the position to 130,155 shares worth $3.57M. The position accounts for 2.92% of the portfolio, ranked #8.

High Point Wealth Management first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • High Point Wealth Management held 130,155 shares of iShares Core High Dividend ETF worth $3.57M as of Q2 2026.
  • High Point Wealth Management bought 1,290 iShares Core High Dividend ETF shares in Q2 2026, an estimated $35.1K.
  • iShares Core High Dividend ETF made up 2.92% of High Point Wealth Management's portfolio in Q2 2026, its #8 holding.
  • High Point Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.