MC
HDV

McCarthy & Cox’s iShares Core High Dividend ETF HDV Stock Holding History

McCarthy & Cox’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
2025
Q4 		– Sell
-12,160
Closed -$298K – 41
2025
Q3 		$298K Buy
12,160
+5
+0% +$121 0.07% 55
2025
Q2 		$285K Hold
12,155
– – 0.07% 53
2025
Q1 		$294K Buy
12,155
+5
+0% +$117 0.13% 48
2024
Q4 		$273K Hold
12,150
– – 0.09% 51
2024
Q3 		$286K Buy
+12,150
New +$278K 0.11% 49

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McCarthy & Cox's HDV Position: Q4 2025 in Review

McCarthy & Cox sold out of iShares Core High Dividend ETF (HDV) in Q4 2025, closing a stake of 12,160 shares — an estimated $298K sold.

McCarthy & Cox first reported a position in HDV in Q3 2024 and held it in 5 quarters. The position peaked at $298K in Q3 2025. 811 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

  • McCarthy & Cox reported no remaining iShares Core High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 12,160 iShares Core High Dividend ETF shares in Q4 2025, an estimated $298K.
  • McCarthy & Cox first reported a position in iShares Core High Dividend ETF in Q3 2024 and held it in 5 quarters.
  • McCarthy & Cox's iShares Core High Dividend ETF position peaked at $298K in Q3 2025.
  • 811 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.