Institute for Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Institute for Wealth Management’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	$12.5K	Buy	+455	New	+$12.4K	﹤0.01%	1268

Other funds holding HDV

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Institute for Wealth Management's HDV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 455 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #1268 among its holdings.

622 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Institute for Wealth Management held 455 shares of iShares Core High Dividend ETF worth $12.5K as of Q2 2026.
iShares Core High Dividend ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Core High Dividend ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1268 holding.
622 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.