Impact Partnership Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Impact Partnership Wealth’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 Q2	$264K	Buy	9,638 +558	+6%	+$15.2K	0.03%	364
2026 Q1	$246K	Sell	9,080 -1,725	-16%	-$45.9K	0.03%	309
2025 Q4	$263K	Buy	+10,805	New	+$263K	0.03%	295
2025 Q3	–	Sell	-22,860	Closed	-$536K	–	340
2025 Q2	$536K	Sell	22,860 -3,520	-13%	-$81.1K	0.1%	129
2025 Q1	$639K	Buy	26,380 +3,405	+15%	+$79.6K	0.14%	83
2024 Q4	$516K	Buy	+22,975	New	+$540K	0.1%	120
2023 Q4	–	Sell	-605	Closed	-$12K	–	951
2023 Q3	$12K	Sell	605 -1,480	-71%	-$30.3K	﹤0.01%	563
2023 Q2	$42K	Buy	+2,085	New	+$42K	0.01%	271

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Impact Partnership Wealth's HDV Position: Q2 2026 in Review

Impact Partnership Wealth increased its iShares Core High Dividend ETF (HDV) stake by 6.1% in Q2 2026, buying an estimated $15.2K and bringing the position to 9,638 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #364.

Impact Partnership Wealth first reported a position in HDV in Q2 2023 and has held it in 8 quarters since. The position peaked at $639K in Q1 2025. 887 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Impact Partnership Wealth held 9,638 shares of iShares Core High Dividend ETF worth $264K as of Q2 2026.
Impact Partnership Wealth bought 558 iShares Core High Dividend ETF shares in Q2 2026, an estimated $15.2K.
iShares Core High Dividend ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #364 holding.
Impact Partnership Wealth first reported a position in iShares Core High Dividend ETF in Q2 2023 and has held it in 8 quarters since.
Impact Partnership Wealth's iShares Core High Dividend ETF position peaked at $639K in Q1 2025.
887 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.