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HDV

Legacy Investment Solutions’s iShares Core High Dividend ETF HDV Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$63.5K Buy
+2,710
New +$62.4K 0.03% 137
2024
Q4 		$62.3K Hold
2,710
– – 0.04% 111
2024
Q3 		$64.1K Buy
+2,710
New +$62K 0.04% 105

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Legacy Investment Solutions's HDV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2025: 2,710 shares worth $63.5K. The stake represents 0.03% of the portfolio and ranks #137 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in HDV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in HDV in Q3 2024 and has held it in 3 quarters since. The position peaked at $64.1K in Q3 2024. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

  • Legacy Investment Solutions held 2,710 shares of iShares Core High Dividend ETF worth $63.5K as of Q2 2025.
  • iShares Core High Dividend ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Core High Dividend ETF made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #137 holding.
  • Legacy Investment Solutions first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's iShares Core High Dividend ETF position peaked at $64.1K in Q3 2024.
  • 756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.