PWM
HDV

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

Parkworth 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
2025
Q2 		$19.5K Hold
835
– – 0.01% 129
2025
Q1 		$20.2K Hold
835
– – 0.02% 118
2024
Q4 		$18.7K Buy
+835
New +$19.6K 0.02% 116

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

Parkworth Wealth Management's HDV Position: Q2 2025 in Review

Parkworth Wealth Management held its iShares Core High Dividend ETF (HDV) position steady in Q2 2025 at 835 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #129.

Parkworth Wealth Management first reported a position in HDV in Q4 2024 and has held it in 3 quarters since. The position peaked at $20.2K in Q1 2025. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

  • Parkworth Wealth Management held 835 shares of iShares Core High Dividend ETF worth $19.5K as of Q2 2025.
  • Parkworth Wealth Management left its iShares Core High Dividend ETF share count unchanged in Q2 2025.
  • iShares Core High Dividend ETF made up 0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #129 holding.
  • Parkworth Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's iShares Core High Dividend ETF position peaked at $20.2K in Q1 2025.
  • 756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.