Keystone Wealth Services’s iShares Core High Dividend ETF HDV Stock Holding History

Keystone Wealth Services’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	–	Sell	-8,525	Closed	-$207K	–	304
2025 Q4	$207K	Sell	8,525 -45	-0.5%	-$1.09K	0.04%	240
2025 Q3	$210K	Buy	+8,570	New	+$207K	0.05%	286
2023 Q2	–	Sell	-17,420	Closed	-$354K	–	205
2023 Q1	$354K	Sell	17,420 -6,360	-27%	-$131K	0.14%	136
2022 Q4	$496K	Sell	23,780 -40,525	-63%	-$829K	0.22%	104
2022 Q3	$1.17M	Buy	64,305 +17,380	+37%	+$351K	0.55%	40
2022 Q2	$943K	Buy	+46,925	New	+$991K	0.42%	52

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Keystone Wealth Services's HDV Position: Q1 2026 in Review

Keystone Wealth Services sold out of iShares Core High Dividend ETF (HDV) in Q1 2026, closing a stake of 8,525 shares — an estimated $207K sold.

Keystone Wealth Services first reported a position in HDV in Q2 2022 and held it in 6 quarters. The position peaked at $1.17M in Q3 2022. 863 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Keystone Wealth Services reported no remaining iShares Core High Dividend ETF position as of Q1 2026 after selling out during the quarter.
Keystone Wealth Services sold 8,525 iShares Core High Dividend ETF shares in Q1 2026, an estimated $207K.
Keystone Wealth Services first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 6 quarters.
Keystone Wealth Services's iShares Core High Dividend ETF position peaked at $1.17M in Q3 2022.
863 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.