Impact Partnership Wealth
HDV icon

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
Q3 		$239K Sell
8,538
-1,100
-11% -$31.7K 0.02% 413
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Impact Partnership Wealth's HDV Position: Q3 2026 in Review

Impact Partnership Wealth reduced its iShares Core High Dividend ETF (HDV) stake by 11% in Q3 2026, selling an estimated $31.7K and leaving 8,538 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #413.

Impact Partnership Wealth first reported a position in HDV in Q2 2023 and has held it in 9 quarters since. The position peaked at $639K in Q1 2025. 570 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • Impact Partnership Wealth held 8,538 shares of iShares Core High Dividend ETF worth $239K as of Q3 2026.
  • Impact Partnership Wealth sold 1,100 iShares Core High Dividend ETF shares in Q3 2026, an estimated $31.7K.
  • iShares Core High Dividend ETF made up 0.02% of Impact Partnership Wealth's portfolio in Q3 2026, its #413 holding.
  • Impact Partnership Wealth first reported a position in iShares Core High Dividend ETF in Q2 2023 and has held it in 9 quarters since.
  • Impact Partnership Wealth's iShares Core High Dividend ETF position peaked at $639K in Q1 2025.
  • 570 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.