Morton Brown Family Wealth’s iShares Core High Dividend ETF HDV Stock Holding History

Morton Brown Family Wealth’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	$2.95M	Sell	107,643 -2,872	-3%	-$78.1K	0.67%	17
2026 Q1	$3M	Sell	110,515 -3,095	-3%	-$82.4K	0.79%	17
2025 Q4	$2.76M	Sell	113,610 -2,425	-2%	-$59K	0.75%	17
2025 Q3	$2.84M	Sell	116,035 -1,230	-1%	-$29.7K	0.82%	17
2025 Q2	$2.75M	Hold	117,265	–	–	0.84%	17
2025 Q1	$2.84M	Sell	117,265 -735	-0.6%	-$17.2K	0.97%	16
2024 Q4	$2.65M	Sell	118,000 -6,715	-5%	-$158K	0.92%	17
2024 Q3	$2.93M	Sell	124,715 -905	-0.7%	-$20.7K	1.04%	17
2024 Q2	$2.84M	Sell	125,620 -11,360	-8%	-$247K	1.12%	16
2024 Q1	$3.02M	Sell	136,980 -7,820	-5%	-$164K	1.25%	16
2023 Q4	$2.95M	Sell	144,800 -7,705	-5%	-$152K	1.29%	15
2023 Q3	$3.02M	Sell	152,505 -17,675	-10%	-$362K	1.54%	13
2023 Q2	$3.43M	Sell	170,180 -3,245	-2%	-$65.3K	1.83%	14
2023 Q1	$3.53M	Sell	173,425 -1,460	-0.8%	-$30K	2.1%	12
2022 Q4	$3.65M	Sell	174,885 -9,620	-5%	-$197K	2.49%	11
2022 Q3	$3.37M	Sell	184,505 -4,710	-2%	-$95.2K	2.68%	12
2022 Q2	$3.8M	Sell	189,215 -2,090	-1%	-$44.1K	2.94%	12
2022 Q1	$4.09M	Sell	191,305 -9,975	-5%	-$207K	3.09%	10
2021 Q4	$4.07M	Buy	+201,280	New	+$3.95M	3.11%	10

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

Morton Brown Family Wealth's HDV Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its iShares Core High Dividend ETF (HDV) stake by 2.6% in Q2 2026, selling an estimated $78.1K and leaving 107,643 shares worth $2.95M. The position accounts for 0.67% of the portfolio, ranked #17.

Morton Brown Family Wealth first reported a position in HDV in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.09M in Q1 2022. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Morton Brown Family Wealth held 107,643 shares of iShares Core High Dividend ETF worth $2.95M as of Q2 2026.
Morton Brown Family Wealth sold 2,872 iShares Core High Dividend ETF shares in Q2 2026, an estimated $78.1K.
iShares Core High Dividend ETF made up 0.67% of Morton Brown Family Wealth's portfolio in Q2 2026, its #17 holding.
Morton Brown Family Wealth first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's iShares Core High Dividend ETF position peaked at $4.09M in Q1 2022.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.