KJWM
HDV

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

Kiley Juergens 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 		$207K Buy
+7,550
New +$205K 0.03% 230
2018
Q4 		– Sell
-6,150
Closed -$111K – 289
2018
Q3 		$111K Buy
+6,150
New +$109K 0.08% 144

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kiley Juergens Wealth Management's HDV Position: Q2 2026 in Review

Kiley Juergens Wealth Management opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 7,550 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #230 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in HDV as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in HDV in Q3 2018 and has held it in 2 quarters since. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Kiley Juergens Wealth Management held 7,550 shares of iShares Core High Dividend ETF worth $207K as of Q2 2026.
  • iShares Core High Dividend ETF was a new Kiley Juergens Wealth Management position in Q2 2026.
  • iShares Core High Dividend ETF made up 0.03% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Kiley Juergens Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2018 and has held it in 2 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.