JIP
HDV

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

Jaffetilchin 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 		$2.03M Sell
74,870
-275
-0.4% -$7.32K 0.12% 126
2025
Q4 		$1.83M Buy
75,145
+605
+0.8% +$14.7K 0.11% 130
2025
Q3 		$1.83M Buy
74,540
+430
+0.6% +$10.4K 0.11% 130
2025
Q2 		$1.74M Buy
74,110
+455
+0.6% +$10.5K 0.11% 123
2025
Q1 		$1.78M Sell
73,655
-5,400
-7% -$126K 0.13% 119
2024
Q4 		$1.77M Buy
79,055
+3,060
+4% +$71.9K 0.13% 112
2024
Q3 		$1.79M Buy
75,995
+2,760
+4% +$63.2K 0.14% 97
2024
Q2 		$1.59M Buy
73,235
+495
+0.7% +$10.8K 0.14% 94
2024
Q1 		$1.6M Buy
72,740
+2,330
+3% +$49K 0.14% 97
2023
Q4 		$1.44M Buy
70,410
+645
+0.9% +$12.7K 0.14% 103
2023
Q3 		$1.38M Sell
69,765
-4,895
-7% -$100K 0.15% 90
2023
Q2 		$1.5M Sell
74,660
-1,430
-2% -$28.8K 0.16% 90
2023
Q1 		$1.55M Sell
76,090
-1,230
-2% -$25.3K 0.18% 100
2022
Q4 		$1.61M Buy
77,320
+1,350
+2% +$27.6K 0.2% 92
2022
Q3 		$1.39M Buy
75,970
+760
+1% +$15.4K 0.18% 82
2022
Q2 		$1.51M Buy
75,210
+7,460
+11% +$158K 0.18% 91
2022
Q1 		$1.42M Buy
67,750
+7,485
+12% +$155K 0.17% 85
2021
Q4 		$1.22M Sell
60,265
-915
-1% -$17.9K 0.12% 124
2021
Q3 		$1.15M Sell
61,180
-235,115
-79% -$4.55M 0.12% 116
2021
Q2 		$5.31M Buy
296,295
+227,220
+329% +$4.41M 0.37% 49
2021
Q1 		$1.31M Sell
69,075
-164,205
-70% -$3M 0.15% 113
2020
Q4 		$4.09M Sell
233,280
-30,520
-12% -$517K 0.58% 28
2020
Q3 		$4.25M Buy
263,800
+55,860
+27% +$929K 0.78% 26
2020
Q2 		$3.38M Sell
207,940
-97,675
-32% -$1.58M 0.74% 24
2020
Q1 		$4.37M Buy
305,615
+88,255
+41% +$1.56M 1.55% 13
2019
Q4 		$4.26M Buy
217,360
+6,230
+3% +$119K 0.92% 16
2019
Q3 		$3.98M Buy
211,130
+21,090
+11% +$396K 0.95% 16
2019
Q2 		$3.59M Buy
190,040
+1,610
+0.9% +$30.2K 0.84% 19
2019
Q1 		$3.52M Buy
188,430
+116,215
+161% +$2.09M 0.78% 18
2018
Q4 		$1.22M Sell
72,215
-12,065
-14% -$215K 0.3% 48
2018
Q3 		$1.53M Sell
84,280
-178,785
-68% -$3.17M 0.32% 52
2018
Q2 		$4.47M Buy
263,065
+109,375
+71% +$1.86M 0.99% 21
2018
Q1 		$2.6M Buy
153,690
+92,030
+149% +$1.62M 0.58% 29
2017
Q4 		$1.11M Sell
61,660
-77,955
-56% -$1.36M 0.37% 54
2017
Q3 		$2.4M Buy
139,615
+76,140
+120% +$1.28M 0.57% 32
2017
Q2 		$1.05M Sell
63,475
-126,195
-67% -$2.12M 0.36% 50
2017
Q1 		$3.18M Buy
189,670
+57,935
+44% +$966K 0.81% 32
2016
Q4 		$2.17M Buy
131,735
+28,625
+28% +$461K 0.65% 28
2016
Q3 		$1.68M Buy
103,110
+3,920
+4% +$64.5K 0.53% 30
2016
Q2 		$1.63M Buy
99,190
+38,150
+63% +$607K 0.49% 31
2016
Q1 		$952K Buy
61,040
+6,475
+12% +$96.2K 0.3% 43
2015
Q4 		$801K Sell
54,565
-875
-2% -$12.9K 0.26% 56
2015
Q3 		$772K Buy
55,440
+11,340
+26% +$164K 0.29% 60
2015
Q2 		$649K Sell
44,100
-220
-0.5% -$3.36K 0.19% 89
2015
Q1 		$665K Sell
44,320
-660
-1% -$10.1K 0.2% 82
2014
Q4 		$689K Buy
44,980
+2,750
+7% +$41.9K 0.23% 68
2014
Q3 		$635K Buy
42,230
+2,125
+5% +$32K 0.23% 62
2014
Q2 		$605K Buy
40,105
+945
+2% +$13.9K 0.22% 76
2014
Q1 		$560K Buy
39,160
+9,755
+33% +$135K 0.22% 77
2013
Q4 		$413K Buy
29,405
+12,585
+75% +$174K 0.2% 98
2013
Q3 		$223K Buy
+16,820
New +$227K 0.13% 156

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

Jaffetilchin Investment Partners's HDV Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its iShares Core High Dividend ETF (HDV) stake by 0.37% in Q1 2026, selling an estimated $7.32K and leaving 74,870 shares worth $2.03M. The position accounts for 0.12% of the portfolio, ranked #126.

Jaffetilchin Investment Partners first reported a position in HDV in Q3 2013 and has held it in 51 quarters since. The position peaked at $5.31M in Q2 2021. 857 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Jaffetilchin Investment Partners held 74,870 shares of iShares Core High Dividend ETF worth $2.03M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 275 iShares Core High Dividend ETF shares in Q1 2026, an estimated $7.32K.
  • iShares Core High Dividend ETF made up 0.12% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #126 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Core High Dividend ETF in Q3 2013 and has held it in 51 quarters since.
  • Jaffetilchin Investment Partners's iShares Core High Dividend ETF position peaked at $5.31M in Q2 2021.
  • 857 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

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