MCCP
HDV

Mission Creek Capital Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Mission Creek Capital Partners’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 		$424K Sell
15,615
-3,515
-18% -$93.6K 0.08% 152
2025
Q4 		$465K Sell
19,130
-2,920
-13% -$71K 0.09% 141
2025
Q3 		$540K Sell
22,050
-360
-2% -$8.7K 0.11% 139
2025
Q2 		$525K Sell
22,410
-740
-3% -$17.1K 0.12% 135
2025
Q1 		$561K Buy
23,150
+2,545
+12% +$59.5K 0.14% 134
2024
Q4 		$463K Sell
20,605
-670
-3% -$15.7K 0.1% 159
2024
Q3 		$500K Sell
21,275
-35
-0.2% -$801 0.12% 154
2024
Q2 		$463K Sell
21,310
-2,930
-12% -$63.8K 0.12% 143
2024
Q1 		$534K Buy
24,240
+55
+0.2% +$1.16K 0.14% 152
2023
Q4 		$493K Buy
24,185
+155
+0.6% +$3.05K 0.13% 152
2023
Q3 		$475K Sell
24,030
-450
-2% -$9.21K 0.16% 149
2023
Q2 		$493K Buy
24,480
+60
+0.2% +$1.21K 0.16% 152
2023
Q1 		$496K Buy
24,420
+80
+0.3% +$1.64K 0.17% 150
2022
Q4 		$507K Buy
24,340
+80
+0.3% +$1.64K 0.18% 150
2022
Q3 		$443K Sell
24,260
-1,470
-6% -$29.7K 0.17% 150
2022
Q2 		$517K Buy
25,730
+525
+2% +$11.1K 0.17% 143
2022
Q1 		$539K Buy
25,205
+60
+0.2% +$1.25K 0.14% 166
2021
Q4 		$508K Buy
25,145
+90
+0.4% +$1.76K 0.1% 179
2021
Q3 		$472K Sell
25,055
-670
-3% -$13K 0.09% 182
2021
Q2 		$497K Sell
25,725
-1,450
-5% -$28.2K 0.08% 164
2021
Q1 		$516K Buy
27,175
+90
+0.3% +$1.64K 0.08% 156
2020
Q4 		$475K Buy
27,085
+1,195
+5% +$20.2K 0.15% 149
2020
Q3 		$417K Buy
25,890
+90
+0.3% +$1.5K 0.16% 145
2020
Q2 		$419K Buy
25,800
+3,000
+13% +$48.5K 0.22% 109
2020
Q1 		$326K Buy
22,800
+2,190
+11% +$38.7K 0.18% 118
2019
Q4 		$404K Buy
+20,610
New +$393K 0.18% 131

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Mission Creek Capital Partners's HDV Position: Q1 2026 in Review

Mission Creek Capital Partners reduced its iShares Core High Dividend ETF (HDV) stake by 18% in Q1 2026, selling an estimated $93.6K and leaving 15,615 shares worth $424K. The position accounts for 0.08% of the portfolio, ranked #152.

Mission Creek Capital Partners first reported a position in HDV in Q4 2019 and has held it in 26 quarters since. The position peaked at $561K in Q1 2025. 859 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

  • Mission Creek Capital Partners held 15,615 shares of iShares Core High Dividend ETF worth $424K as of Q1 2026.
  • Mission Creek Capital Partners sold 3,515 iShares Core High Dividend ETF shares in Q1 2026, an estimated $93.6K.
  • iShares Core High Dividend ETF made up 0.08% of Mission Creek Capital Partners's portfolio in Q1 2026, its #152 holding.
  • Mission Creek Capital Partners first reported a position in iShares Core High Dividend ETF in Q4 2019 and has held it in 26 quarters since.
  • Mission Creek Capital Partners's iShares Core High Dividend ETF position peaked at $561K in Q1 2025.
  • 859 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.