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

Pursue 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
2026 Q1	$474K	Hold	17,475	–	–	0.28%	59
2025 Q4	$425K	Hold	17,475	–	–	0.21%	69
2025 Q3	$428K	Hold	17,475	–	–	0.24%	72
2025 Q2	$410K	Hold	17,475	–	–	0.23%	70
2025 Q1	$423K	Sell	17,475 -10,855	-38%	-$254K	0.26%	67
2024 Q4	$636K	Hold	28,330	–	–	0.36%	59
2024 Q3	$666K	Hold	28,330	–	–	0.36%	51
2024 Q2	$616K	Hold	28,330	–	–	0.34%	54
2024 Q1	$624K	Hold	28,330	–	–	0.37%	54
2023 Q4	$578K	Hold	28,330	–	–	0.37%	51
2023 Q3	$560K	Hold	28,330	–	–	0.4%	55
2023 Q2	$571K	Hold	28,330	–	–	0.36%	59
2023 Q1	$576K	Hold	28,330	–	–	0.39%	61
2022 Q4	$591K	Hold	28,330	–	–	0.46%	58
2022 Q3	$517K	Hold	28,330	–	–	0.37%	58
2022 Q2	$569K	Hold	28,330	–	–	0.36%	62
2022 Q1	$616K	Hold	28,330	–	–	0.25%	78
2021 Q4	$572K	Buy	+28,330	New	+$555K	0.22%	82

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pursue Wealth Partners's HDV Position: Q1 2026 in Review

Pursue Wealth Partners held its iShares Core High Dividend ETF (HDV) position steady in Q1 2026 at 17,475 shares worth $474K. The position accounts for 0.28% of the portfolio, ranked #59.

Pursue Wealth Partners first reported a position in HDV in Q4 2021 and has held it in 18 quarters since. The position peaked at $666K in Q3 2024. 857 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Pursue Wealth Partners held 17,475 shares of iShares Core High Dividend ETF worth $474K as of Q1 2026.
Pursue Wealth Partners left its iShares Core High Dividend ETF share count unchanged in Q1 2026.
iShares Core High Dividend ETF made up 0.28% of Pursue Wealth Partners's portfolio in Q1 2026, its #59 holding.
Pursue Wealth Partners first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 18 quarters since.
Pursue Wealth Partners's iShares Core High Dividend ETF position peaked at $666K in Q3 2024.
857 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.