MWP
HDV

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

Madison 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 		$390K Buy
14,221
+16
+0.1% +$435 0.05% 182
2026
Q1 		$386K Sell
14,205
-2,795
-16% -$74.4K 0.06% 138
2025
Q4 		$414K Sell
17,000
-2,135
-11% -$51.9K 0.08% 118
2025
Q3 		$469K Buy
19,135
+40
+0.2% +$967 0.09% 94
2025
Q2 		$447K Buy
19,095
+10
+0.1% +$230 0.1% 94
2025
Q1 		$462K Buy
19,085
+265
+1% +$6.19K 0.11% 81
2024
Q4 		$423K Sell
18,820
-145
-0.8% -$3.41K 0.12% 86
2024
Q3 		$446K Sell
18,965
-720
-4% -$16.5K 0.13% 82
2024
Q2 		$428K Buy
19,685
+435
+2% +$9.47K 0.15% 73
2024
Q1 		$424K Buy
19,250
+750
+4% +$15.8K 0.15% 70
2023
Q4 		$377K Hold
18,500
– – 0.15% 70
2023
Q3 		$366K Hold
18,500
– – 0.19% 57
2023
Q2 		$373K Sell
18,500
-1,455
-7% -$29.3K 0.17% 57
2023
Q1 		$406K Buy
19,955
+3,240
+19% +$66.5K 0.2% 52
2022
Q4 		$348K Buy
16,715
+340
+2% +$6.96K 0.2% 56
2022
Q3 		$299K Buy
16,375
+450
+3% +$9.09K 0.2% 54
2022
Q2 		$320K Buy
15,925
+4,965
+45% +$105K 0.2% 52
2022
Q1 		$234K Buy
10,960
+495
+5% +$10.3K 0.13% 68
2021
Q4 		$211K Buy
+10,465
New +$205K 0.11% 72

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

Madison Wealth Partners's HDV Position: Q2 2026 in Review

Madison Wealth Partners increased its iShares Core High Dividend ETF (HDV) stake by 0.11% in Q2 2026, buying an estimated $435 and bringing the position to 14,221 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #182.

Madison Wealth Partners first reported a position in HDV in Q4 2021 and has held it in 19 quarters since. The position peaked at $469K in Q3 2025. 887 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Madison Wealth Partners held 14,221 shares of iShares Core High Dividend ETF worth $390K as of Q2 2026.
  • Madison Wealth Partners bought 16 iShares Core High Dividend ETF shares in Q2 2026, an estimated $435.
  • iShares Core High Dividend ETF made up 0.05% of Madison Wealth Partners's portfolio in Q2 2026, its #182 holding.
  • Madison Wealth Partners first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 19 quarters since.
  • Madison Wealth Partners's iShares Core High Dividend ETF position peaked at $469K in Q3 2025.
  • 887 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.