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

Meridian 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	$501K	Buy	18,455 +70	+0.4%	+$1.86K	0.02%	513
2025 Q4	$447K	Buy	18,385 +1,615	+10%	+$39.3K	0.02%	526
2025 Q3	$411K	Buy	16,770 +75	+0.4%	+$1.81K	0.02%	522
2025 Q2	$391K	Sell	16,695 -175	-1%	-$4.03K	0.02%	506
2025 Q1	$409K	Buy	16,870 +105	+0.6%	+$2.45K	0.02%	458
2024 Q4	$376K	Buy	16,765 +155	+0.9%	+$3.64K	0.02%	476
2024 Q3	$391K	Buy	16,610 +60	+0.4%	+$1.37K	0.02%	467
2024 Q2	$360K	Buy	+16,550	New	+$360K	0.04%	213
2024 Q1	–	Sell	-16,740	Closed	-$341K	–	332
2023 Q4	$341K	Sell	16,740 -140	-0.8%	-$2.76K	0.02%	469
2023 Q3	$334K	Sell	16,880 -1,545	-8%	-$31.6K	0.02%	436
2023 Q2	$371K	Buy	18,425 +800	+5%	+$16.1K	0.03%	386
2023 Q1	$358K	Sell	17,625 -185	-1%	-$3.8K	0.03%	382
2022 Q4	$371K	Buy	17,810 +500	+3%	+$10.2K	0.04%	367
2022 Q3	$316K	Sell	17,310 -1,205	-7%	-$24.4K	0.03%	360
2022 Q2	$372K	Buy	+18,515	New	+$391K	0.03%	403

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 Wealth Management's HDV Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 0.38% in Q1 2026, buying an estimated $1.86K and bringing the position to 18,455 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #513.

Meridian Wealth Management first reported a position in HDV in Q2 2022 and has held it in 15 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Meridian Wealth Management held 18,455 shares of iShares Core High Dividend ETF worth $501K as of Q1 2026.
Meridian Wealth Management bought 70 iShares Core High Dividend ETF shares in Q1 2026, an estimated $1.86K.
iShares Core High Dividend ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #513 holding.
Meridian Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 15 quarters since.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.