Hixon Zuercher’s iShares Core High Dividend ETF HDV Stock Holding History

Hixon Zuercher’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 Q1	–	Sell	-20,055	Closed	-$488K	–	88
2025 Q4	$488K	Buy	20,055 +90	+0.5%	+$2.19K	0.15%	80
2025 Q3	$489K	Buy	19,965 +120	+0.6%	+$2.9K	0.15%	81
2025 Q2	$465K	Buy	19,845 +775	+4%	+$17.9K	0.15%	75
2025 Q1	$462K	Sell	19,070 -885	-4%	-$20.7K	0.16%	77
2024 Q4	$448K	Buy	19,955 +8,485	+74%	+$199K	0.17%	75
2024 Q3	$270K	Hold	11,470	–	–	0.11%	74
2024 Q2	$249K	Hold	11,470	–	–	0.11%	63
2024 Q1	$253K	Buy	11,470 +125	+1%	+$2.63K	0.11%	61
2023 Q4	$231K	Hold	11,345	–	–	0.11%	61
2023 Q3	$224K	Sell	11,345 -2,700	-19%	-$55.3K	0.12%	55
2023 Q2	$283K	Hold	14,045	–	–	0.14%	58
2023 Q1	$286K	Hold	14,045	–	–	0.17%	52
2022 Q4	$293K	Hold	14,045	–	–	0.18%	53
2022 Q3	$256K	Hold	14,045	–	–	0.16%	54
2022 Q2	$282K	Sell	14,045 -15	-0.1%	-$317	0.18%	52
2022 Q1	$301K	Buy	14,060 +220	+2%	+$4.57K	0.16%	52
2021 Q4	$280K	Hold	13,840	–	–	0.14%	60
2021 Q3	$261K	Hold	13,840	–	–	0.15%	56
2021 Q2	$267K	Hold	13,840	–	–	0.16%	56
2021 Q1	$263K	Buy	13,840 +1,090	+9%	+$19.9K	0.17%	54
2020 Q4	$224K	Hold	12,750	–	–	0.16%	57
2020 Q3	$205K	Buy	+12,750	New	+$212K	0.16%	55

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hixon Zuercher's HDV Position: Q1 2026 in Review

Hixon Zuercher sold out of iShares Core High Dividend ETF (HDV) in Q1 2026, closing a stake of 20,055 shares — an estimated $488K sold.

Hixon Zuercher first reported a position in HDV in Q3 2020 and held it in 22 quarters. The position peaked at $489K in Q3 2025. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Hixon Zuercher reported no remaining iShares Core High Dividend ETF position as of Q1 2026 after selling out during the quarter.
Hixon Zuercher sold 20,055 iShares Core High Dividend ETF shares in Q1 2026, an estimated $488K.
Hixon Zuercher first reported a position in iShares Core High Dividend ETF in Q3 2020 and held it in 22 quarters.
Hixon Zuercher's iShares Core High Dividend ETF position peaked at $489K in Q3 2025.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Hixon Zuercher's 13F filing for Q1 2026, filed 20 Apr 2026.