PAW
HDV

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

Plan A 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 		$231K Sell
8,410
-1,055
-11% -$28.7K 0.1% 164
2026
Q1 		$257K Hold
9,465
– – 0.12% 137
2025
Q4 		$230K Buy
9,465
+425
+5% +$10.3K 0.11% 145
2025
Q3 		$221K Hold
9,040
– – 0.11% 143
2025
Q2 		$212K Buy
+9,040
New +$208K 0.12% 135

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

Plan A Wealth's HDV Position: Q2 2026 in Review

Plan A Wealth reduced its iShares Core High Dividend ETF (HDV) stake by 11% in Q2 2026, selling an estimated $28.7K and leaving 8,410 shares worth $231K. The position accounts for 0.1% of the portfolio, ranked #164.

Plan A Wealth first reported a position in HDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $257K in Q1 2026. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Plan A Wealth held 8,410 shares of iShares Core High Dividend ETF worth $231K as of Q2 2026.
  • Plan A Wealth sold 1,055 iShares Core High Dividend ETF shares in Q2 2026, an estimated $28.7K.
  • iShares Core High Dividend ETF made up 0.1% of Plan A Wealth's portfolio in Q2 2026, its #164 holding.
  • Plan A Wealth first reported a position in iShares Core High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • Plan A Wealth's iShares Core High Dividend ETF position peaked at $257K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.