OWP
HDV

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

Obermeyer Wealth 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
2025
Q2 		– Sell
-8,590
Closed -$208K – 285
2025
Q1 		$208K Buy
+8,590
New +$201K 0.01% 250

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

Obermeyer Wealth Partners's HDV Position: Q2 2025 in Review

Obermeyer Wealth Partners sold out of iShares Core High Dividend ETF (HDV) in Q2 2025, closing a stake of 8,590 shares — an estimated $208K sold.

Obermeyer Wealth Partners first reported a position in HDV in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

  • Obermeyer Wealth Partners reported no remaining iShares Core High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 8,590 iShares Core High Dividend ETF shares in Q2 2025, an estimated $208K.
  • Obermeyer Wealth Partners first reported a position in iShares Core High Dividend ETF in Q1 2025 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares Core High Dividend ETF position peaked at $208K in Q1 2025.
  • 756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2025, filed 5 Aug 2025.