Lodestar Private Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$498K Buy
18,162
+112
+0.6% +$3.05K 0.04% 161
2026
Q1
$490K Sell
18,050
-955
-5% -$25.4K 0.05% 155
2025
Q4
$462K Sell
19,005
-930
-5% -$22.6K 0.05% 155
2025
Q3
$488K Buy
19,935
+2,040
+11% +$49.3K 0.05% 153
2025
Q2
$419K Buy
17,895
+4,220
+31% +$97.2K 0.05% 157
2025
Q1
$331K Buy
13,675
+85
+0.6% +$1.99K 0.04% 165
2024
Q4
$305K Buy
13,590
+135
+1% +$3.17K 0.04% 175
2024
Q3
$316K Buy
13,455
+600
+5% +$13.7K 0.04% 172
2024
Q2
$279K Buy
12,855
+740
+6% +$16.1K 0.04% 181
2024
Q1
$267K Buy
12,115
+90
+0.7% +$1.89K 0.04% 185
2023
Q4
$245K Buy
12,025
+90
+0.8% +$1.77K 0.04% 185
2023
Q3
$236K Hold
11,935
0.04% 175
2023
Q2
$241K Buy
11,935
+90
+0.8% +$1.81K 0.04% 179
2023
Q1
$241K Sell
11,845
-125
-1% -$2.57K 0.04% 176
2022
Q4
$250K Buy
+11,970
New +$245K 0.05% 171

Other funds holding HDV

Lodestar Private Asset Management's HDV Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares Core High Dividend ETF (HDV) stake by 0.62% in Q2 2026, buying an estimated $3.05K and bringing the position to 18,162 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #161.

Lodestar Private Asset Management first reported a position in HDV in Q4 2022 and has held it in 15 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Lodestar Private Asset Management held 18,162 shares of iShares Core High Dividend ETF worth $498K as of Q2 2026.
  • Lodestar Private Asset Management bought 112 iShares Core High Dividend ETF shares in Q2 2026, an estimated $3.05K.
  • iShares Core High Dividend ETF made up 0.04% of Lodestar Private Asset Management's portfolio in Q2 2026, its #161 holding.
  • Lodestar Private Asset Management first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.