NRG
HDV

Nemes Rush Group’s iShares Core High Dividend ETF HDV Stock Holding History

Nemes Rush Group’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
2025
Q2 		– Sell
-25
Closed -$606 – 750
2025
Q1 		$606 Hold
25
– – ﹤0.01% 671
2024
Q4 		$561 Buy
+25
New +$587 ﹤0.01% 691
2024
Q3 		– Sell
-7,940
Closed -$173K – 624
2024
Q2 		$173K Buy
+7,940
New +$173K 0.02% 166

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 $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Nemes Rush Group's HDV Position: Q2 2025 in Review

Nemes Rush Group sold out of iShares Core High Dividend ETF (HDV) in Q2 2025, closing a stake of 25 shares — an estimated $606 sold.

Nemes Rush Group first reported a position in HDV in Q2 2024 and held it in 3 quarters. The position peaked at $173K in Q2 2024. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

  • Nemes Rush Group reported no remaining iShares Core High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Nemes Rush Group sold 25 iShares Core High Dividend ETF shares in Q2 2025, an estimated $606.
  • Nemes Rush Group first reported a position in iShares Core High Dividend ETF in Q2 2024 and held it in 3 quarters.
  • Nemes Rush Group's iShares Core High Dividend ETF position peaked at $173K in Q2 2024.
  • 756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Nemes Rush Group's 13F filing for Q2 2025, filed 12 Aug 2025.