Liberty Square Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Liberty Square Wealth Partners’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	$2.3M	Buy	84,000 +60	+0.1%	+$1.63K	0.55%	22
2026 Q1	$2.28M	Buy	83,940 +50	+0.1%	+$1.33K	0.64%	20
2025 Q4	$2.04M	Sell	83,890 -4,480	-5%	-$109K	0.58%	22
2025 Q3	$2.16M	Sell	88,370 -2,375	-3%	-$57.4K	0.67%	25
2025 Q2	$2.13M	Buy	90,745 +65	+0.1%	+$1.5K	0.73%	22
2025 Q1	$2.2M	Buy	90,680 +55	+0.1%	+$1.29K	0.84%	21
2024 Q4	$2.12M	Buy	+90,625	New	+$2.13M	0.77%	24

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

Liberty Square Wealth Partners's HDV Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its iShares Core High Dividend ETF (HDV) stake by 0.07% in Q2 2026, buying an estimated $1.63K and bringing the position to 84,000 shares worth $2.3M. The position accounts for 0.55% of the portfolio, ranked #22.

Liberty Square Wealth Partners first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. 882 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Liberty Square Wealth Partners held 84,000 shares of iShares Core High Dividend ETF worth $2.3M as of Q2 2026.
Liberty Square Wealth Partners bought 60 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.63K.
iShares Core High Dividend ETF made up 0.55% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #22 holding.
Liberty Square Wealth Partners first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
882 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.