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

Jackson 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	$315K	Sell	11,479 -136,011	-92%	-$3.7M	0.19%	67
2026 Q1	$4M	Buy	147,490 +405	+0.3%	+$10.8K	0.41%	55
2025 Q4	$3.58M	Buy	147,085 +7,365	+5%	+$179K	0.35%	59
2025 Q3	$3.42M	Buy	139,720 +6,425	+5%	+$155K	0.34%	59
2025 Q2	$3.12M	Buy	133,295 +1,655	+1%	+$38.1K	0.34%	60
2025 Q1	$3.19M	Buy	131,640 +815	+0.6%	+$19K	0.39%	59
2024 Q4	$2.94M	Buy	130,825 +7,620	+6%	+$179K	0.33%	64
2024 Q3	$2.9M	Buy	123,205 +51,040	+71%	+$1.17M	0.35%	62
2024 Q2	$1.57M	Sell	72,165 -48,710	-40%	-$1.06M	0.34%	62
2024 Q1	$2.66M	Buy	+120,875	New	+$2.54M	0.33%	61

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Jackson Wealth Management's HDV Position: Q2 2026 in Review

Jackson Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 92% in Q2 2026, selling an estimated $3.7M and leaving 11,479 shares worth $315K. The position accounts for 0.19% of the portfolio, ranked #67.

Jackson Wealth Management first reported a position in HDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $4M in Q1 2026. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Jackson Wealth Management held 11,479 shares of iShares Core High Dividend ETF worth $315K as of Q2 2026.
Jackson Wealth Management sold 136,011 iShares Core High Dividend ETF shares in Q2 2026, an estimated $3.7M.
iShares Core High Dividend ETF made up 0.19% of Jackson Wealth Management's portfolio in Q2 2026, its #67 holding.
Jackson Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Jackson Wealth Management's iShares Core High Dividend ETF position peaked at $4M in Q1 2026.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.