Iron Horse Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Iron Horse 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
2025 Q2	$19.7K	Buy	840 +790	+1,580%	+$18.2K	0.01%	215
2025 Q1	$1.25K	Hold	50	–	–	﹤0.01%	497
2024 Q4	$1.15K	Hold	50	–	–	﹤0.01%	426
2024 Q3	$1.19K	Hold	50	–	–	﹤0.01%	422
2024 Q2	$1.09K	Hold	50	–	–	﹤0.01%	406
2024 Q1	$1.09K	Sell	50 -470	-90%	-$9.88K	﹤0.01%	394
2023 Q4	$10.6K	Hold	520	–	–	﹤0.01%	183
2023 Q3	$10.3K	Buy	520 +470	+940%	+$9.62K	0.01%	182
2023 Q2	$973	Buy	50 +5	+11%	+$101	﹤0.01%	269
2023 Q1	$973	Hold	45	–	–	﹤0.01%	298
2022 Q4	$1K	Buy	+45	New	+$921	﹤0.01%	217
2022 Q2	–	Sell	-35	Closed	-$1K	–	274
2022 Q1	$1K	Hold	35	–	–	﹤0.01%	204
2021 Q4	$1K	Hold	35	–	–	﹤0.01%	191
2021 Q3	$1K	Hold	35	–	–	﹤0.01%	176
2021 Q2	$1K	Hold	35	–	–	﹤0.01%	174
2021 Q1	$1K	Hold	35	–	–	﹤0.01%	167
2020 Q4	$1K	Buy	+35	New	+$593	﹤0.01%	158

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Iron Horse Wealth Management's HDV Position: Q2 2025 in Review

Iron Horse Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 1,580% in Q2 2025, buying an estimated $18.2K and bringing the position to 840 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #215.

Iron Horse Wealth Management first reported a position in HDV in Q4 2020 and has held it in 17 quarters since. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

Iron Horse Wealth Management held 840 shares of iShares Core High Dividend ETF worth $19.7K as of Q2 2025.
Iron Horse Wealth Management bought 790 iShares Core High Dividend ETF shares in Q2 2025, an estimated $18.2K.
iShares Core High Dividend ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #215 holding.
Iron Horse Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2020 and has held it in 17 quarters since.
756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.