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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$251K Buy
9,142
+147
+2% +$4K 0.07% 202
2026
Q1
$244K Sell
8,995
-385
-4% -$10.2K 0.08% 195
2025
Q4
$228K Buy
9,380
+260
+3% +$6.32K 0.07% 212
2025
Q3
$223K Sell
9,120
-290
-3% -$7.01K 0.08% 209
2025
Q2
$224K Buy
+9,410
New +$217K 0.08% 211
2025
Q1
Sell
-10,715
Closed -$238K 206
2024
Q4
$238K Buy
+10,715
New +$252K 0.1% 183

Other funds holding HDV

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

Pines Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 1.6% in Q2 2026, buying an estimated $4K and bringing the position to 9,142 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #202.

Pines Wealth Management first reported a position in HDV in Q4 2024 and has held it in 6 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Pines Wealth Management held 9,142 shares of iShares Core High Dividend ETF worth $251K as of Q2 2026.
  • Pines Wealth Management bought 147 iShares Core High Dividend ETF shares in Q2 2026, an estimated $4K.
  • iShares Core High Dividend ETF made up 0.07% of Pines Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Pines Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.