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

Maltin 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	$9.57M	Buy	349,061 +29,571	+9%	+$804K	3.2%	6
2026 Q1	$8.67M	Buy	319,490 +31,705	+11%	+$844K	3.31%	7
2025 Q4	$7M	Buy	287,785 +20,795	+8%	+$506K	2.78%	8
2025 Q3	$6.54M	Buy	266,990 +12,615	+5%	+$305K	2.71%	8
2025 Q2	$5.96M	Buy	254,375 +26,190	+11%	+$603K	2.68%	8
2025 Q1	$5.53M	Buy	228,185 +210	+0.1%	+$4.91K	2.6%	7
2024 Q4	$5.12M	Buy	227,975 +9,480	+4%	+$223K	2.51%	8
2024 Q3	$5.14M	Buy	218,495 +13,120	+6%	+$300K	2.5%	8
2024 Q2	$4.46M	Buy	205,375 +13,575	+7%	+$296K	2.4%	9
2024 Q1	$4.23M	Buy	191,800 +6,225	+3%	+$131K	2.38%	8
2023 Q4	$3.79M	Sell	185,575 -845	-0.5%	-$16.6K	2.41%	8
2023 Q3	$3.69M	Sell	186,420 -980	-0.5%	-$20.1K	2.57%	7
2023 Q2	$3.78M	Buy	187,400 +610	+0.3%	+$12.3K	2.67%	9
2023 Q1	$3.8M	Sell	186,790 -16,065	-8%	-$330K	2.74%	8
2022 Q4	$4.23M	Sell	202,855 -12,735	-6%	-$261K	3.08%	4
2022 Q3	$3.94M	Sell	215,590 -29,030	-12%	-$587K	3.11%	4
2022 Q2	$4.91M	Sell	244,620 -51,175	-17%	-$1.08M	3.55%	3
2022 Q1	$6.32M	Buy	295,795 +41,625	+16%	+$864K	4.18%	3
2021 Q4	$5.13M	Buy	254,170 +20,570	+9%	+$403K	3.09%	5
2021 Q3	$4.4M	Sell	233,600 -3,130	-1%	-$60.6K	2.7%	9
2021 Q2	$4.57M	Buy	236,730 +38,420	+19%	+$746K	2.78%	9
2021 Q1	$3.76M	Buy	198,310 +28,135	+17%	+$513K	2.44%	11
2020 Q4	$2.98M	Buy	170,175 +13,490	+9%	+$228K	2.09%	14
2020 Q3	$2.52M	Buy	+156,685	New	+$2.61M	1.79%	16

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

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

Maltin Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 9.3% in Q2 2026, buying an estimated $804K and bringing the position to 349,061 shares worth $9.57M. The position accounts for 3.2% of the portfolio, ranked #6.

Maltin Wealth Management first reported a position in HDV in Q3 2020 and has held it in 24 quarters since. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Maltin Wealth Management held 349,061 shares of iShares Core High Dividend ETF worth $9.57M as of Q2 2026.
Maltin Wealth Management bought 29,571 iShares Core High Dividend ETF shares in Q2 2026, an estimated $804K.
iShares Core High Dividend ETF made up 3.2% of Maltin Wealth Management's portfolio in Q2 2026, its #6 holding.
Maltin Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2020 and has held it in 24 quarters since.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.