IP
HDV

Investment Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Investment Partners’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 		$665K Buy
24,510
+10
+0% +$266 0.24% 90
2025
Q4 		$596K Sell
24,500
-8,570
-26% -$208K 0.21% 93
2025
Q3 		$810K Buy
33,070
+75
+0.2% +$1.81K 0.29% 79
2025
Q2 		$773K Buy
32,995
+75
+0.2% +$1.73K 0.29% 76
2025
Q1 		$797K Buy
32,920
+65
+0.2% +$1.52K 0.33% 74
2024
Q4 		$738K Sell
32,855
-1,595
-5% -$37.5K 0.3% 78
2024
Q3 		$810K Buy
34,450
+115
+0.3% +$2.63K 0.34% 69
2024
Q2 		$746K Buy
34,335
+95
+0.3% +$2.07K 0.34% 73
2024
Q1 		$755K Buy
34,240
+85
+0.2% +$1.79K 0.34% 74
2023
Q4 		$697K Buy
34,155
+215
+0.6% +$4.24K 0.34% 74
2023
Q3 		$671K Hold
33,940
– – 0.35% 74
2023
Q2 		$684K Buy
33,940
+85
+0.3% +$1.71K 0.36% 73
2023
Q1 		$688K Buy
33,855
+110
+0.3% +$2.26K 0.36% 75
2022
Q4 		$704K Sell
33,745
-12,410
-27% -$254K 0.37% 74
2022
Q3 		$843K Buy
46,155
+10,955
+31% +$221K 0.25% 94
2022
Q2 		$707K Buy
35,200
+725
+2% +$15.3K 0.35% 73
2022
Q1 		$737K Buy
34,475
+80
+0.2% +$1.66K 0.31% 75
2021
Q4 		$695K Buy
34,395
+30
+0.1% +$588 0.28% 76
2021
Q3 		$648K Buy
34,365
+690
+2% +$13.4K 0.29% 74
2021
Q2 		$650K Sell
33,675
-8,855
-21% -$172K 0.3% 71
2021
Q1 		$807K Buy
42,530
+500
+1% +$9.12K 0.39% 60
2020
Q4 		$737K Sell
42,030
-4,645
-10% -$78.7K 0.39% 61
2020
Q3 		$751K Buy
46,675
+30
+0.1% +$499 0.45% 56
2020
Q2 		$757K Sell
46,645
-975
-2% -$15.7K 0.44% 59
2020
Q1 		$681K Sell
47,620
-39,265
-45% -$694K 0.49% 56
2019
Q4 		$1.7M Sell
86,885
-1,290
-1% -$24.6K 1.15% 26
2019
Q3 		$1.66M Buy
88,175
+11,910
+16% +$224K 1.21% 24
2019
Q2 		$1.44M Buy
76,265
+7,005
+10% +$131K 1.03% 33
2019
Q1 		$1.29M Sell
69,260
-850
-1% -$15.3K 0.93% 38
2018
Q4 		$1.18M Buy
70,110
+3,145
+5% +$55.9K 1% 36
2018
Q3 		$700 Buy
66,965
+1,865
+3% +$33.1K 0.39% 48
2018
Q2 		$1.11M Buy
65,100
+7,120
+12% +$121K 0.82% 36
2018
Q1 		$980K Sell
57,980
-1,180
-2% -$20.8K 0.73% 44
2017
Q4 		$1.07M Sell
59,160
-4,435
-7% -$77.6K 0.79% 40
2017
Q3 		$1.09M Sell
63,595
-2,520
-4% -$42.5K 0.94% 36
2017
Q2 		$1.1M Buy
66,115
+3,285
+5% +$55.1K 1% 36
2017
Q1 		$1.05M Buy
62,830
+2,210
+4% +$36.8K 1.01% 36
2016
Q4 		$997K Sell
60,620
-3,435
-5% -$55.3K 0.97% 40
2016
Q3 		$1.04M Buy
64,055
+6,475
+11% +$107K 0.59% 56
2016
Q2 		$946K Buy
57,580
+1,095
+2% +$17.4K 0.94% 40
2016
Q1 		$829K Buy
56,485
+4,070
+8% +$60.5K 0.54% 63
2015
Q4 		$772K Buy
52,415
+4,395
+9% +$65K 0.93% 47
2015
Q3 		$665K Buy
48,020
+635
+1% +$9.2K 0.87% 48
2015
Q2 		$697K Buy
47,385
+10,400
+28% +$159K 0.84% 55
2015
Q1 		$552K Sell
36,985
-2,250
-6% -$34.4K 0.61% 61
2014
Q4 		$601K Buy
+39,235
New +$598K 0.69% 54

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $206B AUM 31.61% 1-Year Est. Return

Investment Partners's HDV Position: Q1 2026 in Review

Investment Partners increased its iShares Core High Dividend ETF (HDV) stake by 0.04% in Q1 2026, buying an estimated $266 and bringing the position to 24,510 shares worth $665K. The position accounts for 0.24% of the portfolio, ranked #90.

Investment Partners first reported a position in HDV in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.7M in Q4 2019. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Investment Partners held 24,510 shares of iShares Core High Dividend ETF worth $665K as of Q1 2026.
  • Investment Partners bought 10 iShares Core High Dividend ETF shares in Q1 2026, an estimated $266.
  • iShares Core High Dividend ETF made up 0.24% of Investment Partners's portfolio in Q1 2026, its #90 holding.
  • Investment Partners first reported a position in iShares Core High Dividend ETF in Q4 2014 and has held it in 46 quarters since.
  • Investment Partners's iShares Core High Dividend ETF position peaked at $1.7M in Q4 2019.
  • 856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.