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

NewEdge 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	$703K	Buy	25,638 +12,263	+92%	+$334K	0.01%	760
2026 Q1	$363K	Sell	13,375 -103,530	-89%	-$2.76M	﹤0.01%	915
2025 Q4	$2.84M	Buy	116,905 +97,920	+516%	+$2.38M	0.03%	362
2025 Q3	$449K	Buy	+18,985	New	+$459K	0.01%	782
2025 Q1	–	Sell	-46,390	Closed	-$1.04M	–	964
2024 Q4	$1.04M	Buy	+46,390	New	+$1.09M	0.02%	472
2024 Q1	–	Sell	-17,825	Closed	-$364K	–	822
2023 Q4	$364K	Buy	+17,825	New	+$351K	0.01%	575

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

NewEdge Wealth's HDV Position: Q2 2026 in Review

NewEdge Wealth increased its iShares Core High Dividend ETF (HDV) stake by 92% in Q2 2026, buying an estimated $334K and bringing the position to 25,638 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #760.

NewEdge Wealth first reported a position in HDV in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.84M in Q4 2025. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

NewEdge Wealth held 25,638 shares of iShares Core High Dividend ETF worth $703K as of Q2 2026.
NewEdge Wealth bought 12,263 iShares Core High Dividend ETF shares in Q2 2026, an estimated $334K.
iShares Core High Dividend ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #760 holding.
NewEdge Wealth first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 6 quarters since.
NewEdge Wealth's iShares Core High Dividend ETF position peaked at $2.84M in Q4 2025.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.