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

JPL 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	$14K	Hold	510	–	–	﹤0.01%	509
2026 Q1	$13.8K	Buy	+510	New	+$13.6K	﹤0.01%	466
2025 Q4	–	Sell	-510	Closed	-$12.5K	–	548
2025 Q3	$12.5K	Buy	+510	New	+$12.3K	﹤0.01%	500

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

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

JPL Wealth Management held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 510 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

JPL Wealth Management first reported a position in HDV in Q3 2025 and has held it in 3 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

JPL Wealth Management held 510 shares of iShares Core High Dividend ETF worth $14K as of Q2 2026.
JPL Wealth Management left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #509 holding.
JPL Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.