LWM
HDV

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

Liberty 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 		$219K Sell
1,616
-6,464
-80% -$176K 0.03% 250
2026
Q1 		$219K Buy
+8,080
New +$215K 0.03% 250
2024
Q3 		– Sell
-9,855
Closed -$212K – 231
2024
Q2 		$212K Sell
9,855
-130
-1% -$2.83K 0.04% 188
2024
Q1 		$220K Buy
+9,985
New +$210K 0.04% 173
2023
Q4 		– Sell
-22,620
Closed -$447K – 179
2023
Q3 		$447K Hold
22,620
– – 0.11% 100
2023
Q2 		$456K Sell
22,620
-5,475
-19% -$110K 0.11% 102
2023
Q1 		$571K Buy
+28,095
New +$577K 0.12% 113
2022
Q3 		$1.88M Sell
103,150
-16,480
-14% -$333K 0.5% 34
2022
Q2 		$2.4M Buy
+119,630
New +$2.53M 0.97% 24
2021
Q4 		– Sell
-6,075
Closed -$114K – 561
2021
Q3 		$114K Buy
6,075
+40
+0.7% +$774 0.04% 269
2021
Q2 		$117K Sell
6,035
-165
-3% -$3.21K 0.05% 193
2021
Q1 		$108K Hold
6,200
– – 0.05% 169
2020
Q4 		$108K Buy
6,200
+45
+0.7% +$762 0.05% 167
2020
Q3 		$99K Sell
6,155
-7,510
-55% -$125K 0.06% 161
2020
Q2 		$222K Buy
13,665
+45
+0.3% +$727 0.16% 84
2020
Q1 		$195K Buy
13,620
+60
+0.4% +$1.06K 0.17% 91
2019
Q4 		$26K Buy
13,560
+35
+0.3% +$668 0.02% 370
2019
Q3 		$255K Buy
13,525
+1,425
+12% +$26.8K 0.24% 80
2019
Q2 		$229K Buy
12,100
+35
+0.3% +$657 0.2% 94
2019
Q1 		$225K Buy
12,065
+35
+0.3% +$628 0.17% 82
2018
Q4 		$203K Buy
+12,030
New +$214K 0.15% 85

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 22.96% 1-Year Est. Return

Liberty Wealth Management's HDV Position: Q2 2026 in Review

Liberty Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 80% in Q2 2026, selling an estimated $176K and leaving 1,616 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #250.

Liberty Wealth Management first reported a position in HDV in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.4M in Q2 2022. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Liberty Wealth Management held 1,616 shares of iShares Core High Dividend ETF worth $219K as of Q2 2026.
  • Liberty Wealth Management sold 6,464 iShares Core High Dividend ETF shares in Q2 2026, an estimated $176K.
  • iShares Core High Dividend ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Liberty Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 21 quarters since.
  • Liberty Wealth Management's iShares Core High Dividend ETF position peaked at $2.4M in Q2 2022.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.