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

Meridian 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	$543K	Hold	20,000	–	–	0.14%	64
2025 Q4	$486K	Hold	20,000	–	–	0.12%	63
2025 Q3	$490K	Hold	20,000	–	–	0.13%	62
2025 Q2	$473K	Hold	20,000	–	–	0.13%	59
2025 Q1	$484K	Hold	20,000	–	–	0.15%	52
2024 Q4	$449K	Hold	20,000	–	–	0.12%	68
2024 Q3	$470K	Hold	20,000	–	–	0.12%	67
2024 Q2	$435K	Hold	20,000	–	–	0.12%	70
2024 Q1	$441K	Hold	20,000	–	–	0.12%	71
2023 Q4	$413K	Hold	20,000	–	–	0.12%	72
2023 Q3	$396K	Hold	20,000	–	–	0.13%	71
2023 Q2	$403K	Hold	20,000	–	–	0.13%	69
2023 Q1	$407K	Hold	20,000	–	–	0.13%	66
2022 Q4	$417K	Hold	20,000	–	–	0.15%	60
2022 Q3	$365K	Hold	20,000	–	–	0.15%	61
2022 Q2	$402K	Hold	20,000	–	–	0.16%	57
2022 Q1	$428K	Hold	20,000	–	–	0.14%	65
2021 Q4	$404K	Hold	20,000	–	–	0.12%	67
2021 Q3	$377K	Hold	20,000	–	–	0.12%	65
2021 Q2	$386K	Hold	20,000	–	–	0.11%	68
2021 Q1	$380K	Hold	20,000	–	–	0.12%	67
2020 Q4	$351K	Hold	20,000	–	–	0.11%	66
2020 Q3	$322K	Hold	20,000	–	–	0.12%	63
2020 Q2	$325K	Hold	20,000	–	–	0.13%	62
2020 Q1	$286K	Hold	20,000	–	–	0.14%	60
2019 Q4	$392K	Hold	20,000	–	–	0.16%	61
2019 Q3	$377K	Hold	20,000	–	–	0.17%	57
2019 Q2	$378K	Hold	20,000	–	–	0.17%	60
2019 Q1	$373K	Hold	20,000	–	–	0.18%	56
2018 Q4	$338K	Hold	20,000	–	–	0.17%	61
2018 Q3	$362K	Hold	20,000	–	–	0.16%	66
2018 Q2	$340K	Hold	20,000	–	–	0.16%	68
2018 Q1	$338K	Hold	20,000	–	–	0.16%	63
2017 Q4	$361K	Hold	20,000	–	–	0.17%	63
2017 Q3	$344K	Hold	20,000	–	–	0.17%	60
2017 Q2	$333K	Hold	20,000	–	–	0.18%	57
2017 Q1	$335K	Hold	20,000	–	–	0.19%	53
2016 Q4	$329K	Hold	20,000	–	–	0.19%	57
2016 Q3	$325K	Hold	20,000	–	–	0.19%	55
2016 Q2	$329K	Hold	20,000	–	–	0.2%	53
2016 Q1	$312K	Hold	20,000	–	–	0.19%	56
2015 Q4	$294K	Hold	20,000	–	–	0.19%	56
2015 Q3	$278K	Hold	20,000	–	–	0.18%	58
2015 Q2	$294K	Hold	20,000	–	–	0.18%	57
2015 Q1	$300K	Hold	20,000	–	–	0.21%	52
2014 Q4	$306K	Hold	20,000	–	–	0.22%	53
2014 Q3	$301K	Hold	20,000	–	–	0.23%	52
2014 Q2	$302K	Hold	20,000	–	–	0.23%	54
2014 Q1	$286K	Hold	20,000	–	–	0.23%	53
2013 Q4	$281K	Hold	20,000	–	–	0.22%	52
2013 Q3	$265K	Hold	20,000	–	–	0.23%	53
2013 Q2	$274K	Buy	+20,000	New	+$270K	0.24%	53

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Meridian Management's HDV Position: Q1 2026 in Review

Meridian Management held its iShares Core High Dividend ETF (HDV) position steady in Q1 2026 at 20,000 shares worth $543K. The position accounts for 0.14% of the portfolio, ranked #64.

Meridian Management first reported a position in HDV in Q2 2013 and has held it in 52 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Meridian Management held 20,000 shares of iShares Core High Dividend ETF worth $543K as of Q1 2026.
Meridian Management left its iShares Core High Dividend ETF share count unchanged in Q1 2026.
iShares Core High Dividend ETF made up 0.14% of Meridian Management's portfolio in Q1 2026, its #64 holding.
Meridian Management first reported a position in iShares Core High Dividend ETF in Q2 2013 and has held it in 52 quarters since.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.