MWM
HDV

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

Maridea 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
Q1 		$373K Buy
13,725
+3,600
+36% +$95.8K 0.05% 299
2025
Q4 		$246K Sell
10,125
-65
-0.6% -$1.58K 0.04% 360
2025
Q3 		$250K Buy
+10,190
New +$246K 0.04% 357

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Maridea Wealth Management's HDV Position: Q1 2026 in Review

Maridea Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 36% in Q1 2026, buying an estimated $95.8K and bringing the position to 13,725 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #299.

Maridea Wealth Management first reported a position in HDV in Q3 2025 and has held it in 3 quarters since. 857 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Maridea Wealth Management held 13,725 shares of iShares Core High Dividend ETF worth $373K as of Q1 2026.
  • Maridea Wealth Management bought 3,600 iShares Core High Dividend ETF shares in Q1 2026, an estimated $95.8K.
  • iShares Core High Dividend ETF made up 0.05% of Maridea Wealth Management's portfolio in Q1 2026, its #299 holding.
  • Maridea Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.