Independent Wealth Network’s iShares Core High Dividend ETF HDV Stock Holding History

Independent Wealth Network’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	-22,770	Closed	-$554K	–	317
2025 Q4	$554K	Buy	22,770 +310	+1%	+$7.54K	0.17%	136
2025 Q3	$550K	Buy	22,460 +1,085	+5%	+$26.2K	0.18%	139
2025 Q2	$501K	Sell	21,375 -25	-0.1%	-$576	0.18%	140
2025 Q1	$518K	Buy	21,400 +360	+2%	+$8.41K	0.21%	124
2024 Q4	$472K	Buy	21,040 +2,460	+13%	+$57.8K	0.19%	132
2024 Q3	$437K	Sell	18,580 -955	-5%	-$21.9K	0.19%	130
2024 Q2	$425K	Sell	19,535 -5,830	-23%	-$127K	0.2%	131
2024 Q1	$559K	Sell	25,365 -22,765	-47%	-$479K	0.26%	103
2023 Q4	$982K	Sell	48,130 -15,445	-24%	-$304K	0.52%	47
2023 Q3	$1.26M	Buy	63,575 +580	+0.9%	+$11.9K	0.77%	31
2023 Q2	$1.27M	Buy	62,995 +15,295	+32%	+$308K	0.76%	29
2023 Q1	$970K	Buy	47,700 +8,890	+23%	+$182K	0.62%	37
2022 Q4	$809K	Buy	38,810 +17,350	+81%	+$355K	0.55%	38
2022 Q3	$392K	Buy	21,460 +5,630	+36%	+$114K	0.31%	84
2022 Q2	$318K	Buy	+15,830	New	+$334K	0.23%	119

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Independent Wealth Network's HDV Position: Q1 2026 in Review

Independent Wealth Network sold out of iShares Core High Dividend ETF (HDV) in Q1 2026, closing a stake of 22,770 shares — an estimated $554K sold.

Independent Wealth Network first reported a position in HDV in Q2 2022 and held it in 15 quarters. The position peaked at $1.27M in Q2 2023. 864 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Independent Wealth Network reported no remaining iShares Core High Dividend ETF position as of Q1 2026 after selling out during the quarter.
Independent Wealth Network sold 22,770 iShares Core High Dividend ETF shares in Q1 2026, an estimated $554K.
Independent Wealth Network first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 15 quarters.
Independent Wealth Network's iShares Core High Dividend ETF position peaked at $1.27M in Q2 2023.
864 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.