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

Mission 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 Q2	$1.23M	Buy	45,030 +4,780	+12%	+$130K	0.02%	418
2026 Q1	$1.09M	Buy	40,250 +22,935	+132%	+$611K	0.02%	317
2025 Q4	$421K	Buy	17,315 +105	+0.6%	+$2.55K	0.01%	534
2025 Q3	$421K	Buy	17,210 +210	+1%	+$5.07K	0.01%	525
2025 Q2	$398K	Buy	17,000 +80	+0.5%	+$1.84K	0.01%	528
2025 Q1	$410K	Buy	16,920 +1,560	+10%	+$36.5K	0.01%	505
2024 Q4	$345K	Sell	15,360 -355	-2%	-$8.34K	0.01%	521
2024 Q3	$370K	Buy	15,715 +2,310	+17%	+$52.9K	0.01%	501
2024 Q2	$291K	Sell	13,405 -370	-3%	-$8.06K	0.01%	537
2024 Q1	$304K	Sell	13,775 -1,305	-9%	-$27.4K	0.01%	552
2023 Q4	$308K	Buy	15,080 +2,985	+25%	+$58.8K	0.01%	466
2023 Q3	$239K	Hold	12,095	–	–	0.01%	486
2023 Q2	$244K	Sell	12,095 -3,545	-23%	-$71.3K	0.01%	479
2023 Q1	$318K	Buy	+15,640	New	+$321K	0.01%	432

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mission Wealth Management's HDV Position: Q2 2026 in Review

Mission Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 12% in Q2 2026, buying an estimated $130K and bringing the position to 45,030 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #418.

Mission Wealth Management first reported a position in HDV in Q1 2023 and has held it in 14 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Mission Wealth Management held 45,030 shares of iShares Core High Dividend ETF worth $1.23M as of Q2 2026.
Mission Wealth Management bought 4,780 iShares Core High Dividend ETF shares in Q2 2026, an estimated $130K.
iShares Core High Dividend ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #418 holding.
Mission Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2023 and has held it in 14 quarters since.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.