LWMI
HDV

Legacy Wealth Management (Idaho)’s iShares Core High Dividend ETF HDV Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-2,710
Closed -$73.6K – 512
2026
Q1 		$73.6K Hold
2,710
– – 0.04% 221
2025
Q4 		$65.9K Hold
2,710
– – 0.03% 188
2025
Q3 		$66.4K Hold
2,710
– – 0.03% 145
2025
Q2 		$63.5K Hold
2,710
– – 0.03% 137
2025
Q1 		$65.6K Hold
2,710
– – 0.05% 126
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 $1.55T 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

Legacy Wealth Management (Idaho)'s HDV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 2,710 shares — an estimated $73.6K sold.

Legacy Wealth Management (Idaho) first reported a position in HDV in Q3 2024 and held it in 7 quarters. The position peaked at $73.6K in Q1 2026. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,710 iShares Core High Dividend ETF shares in Q2 2026, an estimated $73.6K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Core High Dividend ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s iShares Core High Dividend ETF position peaked at $73.6K in Q1 2026.
  • 888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.