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

Private Wealth Asset 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 Q4	–	Sell	-10	Closed	-$245	–	1117
2025 Q3	$245	Hold	10	–	–	﹤0.01%	955
2025 Q2	$234	Buy	+10	New	+$230	﹤0.01%	953

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Private Wealth Asset Management's HDV Position: Q4 2025 in Review

Private Wealth Asset Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2025, closing a stake of 10 shares — an estimated $245 sold.

Private Wealth Asset Management first reported a position in HDV in Q2 2025 and held it in 2 quarters. The position peaked at $245 in Q3 2025. 813 funds tracked by Wall St. Rank hold HDV as of Q4 2025.

Private Wealth Asset Management reported no remaining iShares Core High Dividend ETF position as of Q4 2025 after selling out during the quarter.
Private Wealth Asset Management sold 10 iShares Core High Dividend ETF shares in Q4 2025, an estimated $245.
Private Wealth Asset Management first reported a position in iShares Core High Dividend ETF in Q2 2025 and held it in 2 quarters.
Private Wealth Asset Management's iShares Core High Dividend ETF position peaked at $245 in Q3 2025.
813 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.