IPW
HDV

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
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 – 953
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return