NWM
HDV

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

Nova 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 		$109K Buy
3,959
+24
+0.6% +$653 0.06% 173
2026
Q1 		$107K Buy
3,935
+20
+0.5% +$532 0.07% 164
2025
Q4 		$95.2K Buy
3,915
+375
+11% +$9.12K 0.07% 170
2025
Q3 		$86.7K Buy
3,540
+25
+0.7% +$604 0.06% 171
2025
Q2 		$82.4K Buy
3,515
+25
+0.7% +$576 0.06% 176
2025
Q1 		$84.5K Buy
3,490
+20
+0.6% +$467 0.07% 163
2024
Q4 		$77.9K Buy
+3,470
New +$81.5K 0.07% 147

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Nova Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 0.61% in Q2 2026, buying an estimated $653 and bringing the position to 3,959 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #173.

Nova Wealth Management first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Nova Wealth Management held 3,959 shares of iShares Core High Dividend ETF worth $109K as of Q2 2026.
  • Nova Wealth Management bought 24 iShares Core High Dividend ETF shares in Q2 2026, an estimated $653.
  • iShares Core High Dividend ETF made up 0.06% of Nova Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Nova Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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