Mountain Hill Investment Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Mountain Hill Investment 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 Q2	$1.51K	Sell	55 -25	-31%	-$680	﹤0.01%	147
2026 Q1	$2.23K	Hold	80	–	–	﹤0.01%	127
2025 Q4	$1.99K	Hold	80	–	–	﹤0.01%	155
2025 Q3	$1.98K	Hold	80	–	–	﹤0.01%	159
2025 Q2	$1.88K	Hold	80	–	–	﹤0.01%	121
2025 Q1	$1.93K	Hold	80	–	–	﹤0.01%	123
2024 Q4	$1.78K	Buy	+80	New	+$1.88K	﹤0.01%	131

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

Mountain Hill Investment Partners's HDV Position: Q2 2026 in Review

Mountain Hill Investment Partners reduced its iShares Core High Dividend ETF (HDV) stake by 31% in Q2 2026, selling an estimated $680 and leaving 55 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Mountain Hill Investment Partners first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23K in Q1 2026. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Mountain Hill Investment Partners held 55 shares of iShares Core High Dividend ETF worth $1.51K as of Q2 2026.
Mountain Hill Investment Partners sold 25 iShares Core High Dividend ETF shares in Q2 2026, an estimated $680.
iShares Core High Dividend ETF made up ﹤0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #147 holding.
Mountain Hill Investment Partners first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Mountain Hill Investment Partners's iShares Core High Dividend ETF position peaked at $2.23K in Q1 2026.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.