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

High Point 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 Q3	$3.79M	Buy	135,520 +5,365	+4%	+$154K	3%	6
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

High Point Wealth Management's HDV Position: Q3 2026 in Review

High Point Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 4.1% in Q3 2026, buying an estimated $154K and bringing the position to 135,520 shares worth $3.79M. The position accounts for 3% of the portfolio, ranked #6.

High Point Wealth Management first reported a position in HDV in Q4 2025 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

High Point Wealth Management held 135,520 shares of iShares Core High Dividend ETF worth $3.79M as of Q3 2026.
High Point Wealth Management bought 5,365 iShares Core High Dividend ETF shares in Q3 2026, an estimated $154K.
iShares Core High Dividend ETF made up 3% of High Point Wealth Management's portfolio in Q3 2026, its #6 holding.
High Point Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 4 quarters since.
539 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.