IHT 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 | $5.8M | Buy |
211,757
+19,277
| +10% | +$524K | 0.12% | 173 |
|
|
2026
Q1 | $5.22M | Buy |
192,480
+34,010
| +21% | +$905K | 0.12% | 180 |
|
|
2025
Q4 | $3.85M | Sell |
158,470
-765
| -0.5% | -$18.6K | 0.09% | 214 |
|
|
2025
Q3 | $3.9M | Sell |
159,235
-7,710
| -5% | -$186K | 0.1% | 201 |
|
|
2025
Q2 | $3.91M | Sell |
166,945
-5,990
| -3% | -$138K | 0.11% | 181 |
|
|
2025
Q1 | $4.19M | Sell |
172,935
-7,555
| -4% | -$177K | 0.13% | 157 |
|
|
2024
Q4 | $4.05M | Buy |
180,490
+5,750
| +3% | +$135K | 0.13% | 153 |
|
|
2024
Q3 | $4.11M | Sell |
174,740
-1,240
| -0.7% | -$28.4K | 0.12% | 182 |
|
|
2024
Q2 | $3.83M | Buy |
175,980
+10,125
| +6% | +$220K | 0.14% | 149 |
|
|
2024
Q1 | $3.66M | Sell |
165,855
-725
| -0.4% | -$15.2K | 0.15% | 135 |
|
|
2023
Q4 | $3.4M | Buy |
166,580
+160
| +0.1% | +$3.15K | 0.15% | 139 |
|
|
2023
Q3 | $3.29M | Buy |
166,420
+8,485
| +5% | +$174K | 0.17% | 125 |
|
|
2023
Q2 | $3.18M | Sell |
157,935
-1,505
| -0.9% | -$30.3K | 0.17% | 119 |
|
|
2023
Q1 | $3.24M | Sell |
159,440
-645
| -0.4% | -$13.2K | 0.19% | 115 |
|
|
2022
Q4 | $3.34M | Sell |
160,085
-620
| -0.4% | -$12.7K | 0.21% | 111 |
|
|
2022
Q3 | $2.93M | Sell |
160,705
-5,840
| -4% | -$118K | 0.22% | 98 |
|
|
2022
Q2 | $3.35M | Buy |
166,545
+14,060
| +9% | +$297K | 0.29% | 70 |
|
|
2022
Q1 | $3.26M | Sell |
152,485
-6,990
| -4% | -$145K | 0.25% | 87 |
|
|
2021
Q4 | $3.22M | Sell |
159,475
-7,205
| -4% | -$141K | 0.24% | 91 |
|
|
2021
Q3 | $3.14M | Sell |
166,680
-11,870
| -7% | -$230K | 0.26% | 86 |
|
|
2021
Q2 | $3.45M | Sell |
178,550
-17,770
| -9% | -$345K | 0.22% | 101 |
|
|
2021
Q1 | $3.73M | Sell |
196,320
-8,650
| -4% | -$158K | 0.27% | 82 |
|
|
2020
Q4 | $3.59M | Sell |
204,970
-24,005
| -10% | -$407K | 0.3% | 70 |
|
|
2020
Q3 | $3.69M | Sell |
228,975
-11,175
| -5% | -$186K | 0.37% | 55 |
|
|
2020
Q2 | $3.9M | Buy |
240,150
+5,090
| +2% | +$82.2K | 0.53% | 32 |
|
|
2020
Q1 | $3.36M | Sell |
235,060
-25,815
| -10% | -$456K | 0.48% | 47 |
|
|
2019
Q4 | $5.12M | Sell |
260,875
-3,540
| -1% | -$67.6K | 0.61% | 24 |
|
|
2019
Q3 | $4.98M | Sell |
264,415
-17,585
| -6% | -$330K | 0.68% | 24 |
|
|
2019
Q2 | $5.33M | Buy |
282,000
+10,460
| +4% | +$196K | 0.77% | 23 |
|
|
2019
Q1 | $5.07M | Buy |
271,540
+7,075
| +3% | +$127K | 0.84% | 20 |
|
|
2018
Q4 | $4.46M | Buy |
264,465
+20,390
| +8% | +$363K | 0.86% | 23 |
|
|
2018
Q3 | $4.42M | Sell |
244,075
-23,725
| -9% | -$421K | 0.96% | 18 |
|
|
2018
Q2 | $4.55M | Sell |
267,800
-8,880
| -3% | -$151K | 1.16% | 8 |
|
|
2018
Q1 | $4.59M | Sell |
276,680
-8,120
| -3% | -$143K | 1.23% | 5 |
|
|
2017
Q4 | $5.18M | Buy |
284,800
+45,190
| +19% | +$791K | 1.37% | 4 |
|
|
2017
Q3 | $4.15M | Buy |
239,610
+8,765
| +4% | +$148K | 1.76% | 4 |
|
|
2017
Q2 | $2K | Buy |
230,845
+222,325
| +2,609% | +$3.73M | ﹤0.01% | 1223 |
|
|
2017
Q1 | $143K | Buy |
+8,520
| New | +$142K | 0.1% | 230 |
|
Other funds holding HDV
IHT Wealth Management's HDV Position: Q2 2026 in Review
IHT Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 10% in Q2 2026, buying an estimated $524K and bringing the position to 211,757 shares worth $5.8M. The position accounts for 0.12% of the portfolio, ranked #173.
IHT Wealth Management first reported a position in HDV in Q1 2017 and has held it in 38 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- IHT Wealth Management held 211,757 shares of iShares Core High Dividend ETF worth $5.8M as of Q2 2026.
- IHT Wealth Management bought 19,277 iShares Core High Dividend ETF shares in Q2 2026, an estimated $524K.
- iShares Core High Dividend ETF made up 0.12% of IHT Wealth Management's portfolio in Q2 2026, its #173 holding.
- IHT Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2017 and has held it in 38 quarters since.
- 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.