IRP
HDV

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

Investment Research 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
Q2 		$3.36M Sell
122,482
-5,758
-4% -$157K 1.14% 18
2026
Q1 		$3.48M Sell
128,240
-860
-0.7% -$22.9K 1.42% 15
2025
Q4 		$3.14M Buy
129,100
+34,690
+37% +$844K 1.35% 16
2025
Q3 		$2.26M Buy
+94,410
New +$2.28M 1.02% 17

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Investment Research Partners's HDV Position: Q2 2026 in Review

Investment Research Partners reduced its iShares Core High Dividend ETF (HDV) stake by 4.5% in Q2 2026, selling an estimated $157K and leaving 122,482 shares worth $3.36M. The position accounts for 1.14% of the portfolio, ranked #18.

Investment Research Partners first reported a position in HDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.48M in Q1 2026. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Investment Research Partners held 122,482 shares of iShares Core High Dividend ETF worth $3.36M as of Q2 2026.
  • Investment Research Partners sold 5,758 iShares Core High Dividend ETF shares in Q2 2026, an estimated $157K.
  • iShares Core High Dividend ETF made up 1.14% of Investment Research Partners's portfolio in Q2 2026, its #18 holding.
  • Investment Research Partners first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's iShares Core High Dividend ETF position peaked at $3.48M in Q1 2026.
  • 888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.