M3 Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
Other funds holding HDV
M3 Wealth Management's HDV Position: Q2 2026 in Review
M3 Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 302% in Q2 2026, buying an estimated $1.22M and bringing the position to 59,889 shares worth $1.64M. The position accounts for 1.07% of the portfolio, ranked #32.
M3 Wealth Management first reported a position in HDV in Q1 2026 and has held it in 2 quarters since. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.
- M3 Wealth Management held 59,889 shares of iShares Core High Dividend ETF worth $1.64M as of Q2 2026.
- M3 Wealth Management bought 44,974 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.22M.
- iShares Core High Dividend ETF made up 1.07% of M3 Wealth Management's portfolio in Q2 2026, its #32 holding.
- M3 Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
- 881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.
Based on M3 Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.