Raelipskie Partnership’s iShares Core High Dividend ETF HDV Stock Holding History

Raelipskie Partnership’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	$2.28M	Sell	83,065 -235	-0.3%	-$6.39K	0.86%	29
2026 Q1	$2.26M	Buy	83,300 +2,575	+3%	+$68.5K	0.96%	27
2025 Q4	$1.96M	Buy	80,725 +2,000	+3%	+$48.6K	0.82%	30
2025 Q3	$1.93M	Buy	78,725 +900	+1%	+$21.7K	0.83%	30
2025 Q2	$1.82M	Buy	77,825 +3,100	+4%	+$71.4K	0.83%	29
2025 Q1	$1.81M	Sell	74,725 -2,400	-3%	-$56.1K	0.93%	26
2024 Q4	$1.73M	Sell	77,125 -10,400	-12%	-$244K	0.86%	28
2024 Q3	$2.06M	Buy	87,525 +1,125	+1%	+$25.8K	1%	22
2024 Q2	$1.88M	Buy	86,400 +100	+0.1%	+$2.18K	1%	23
2024 Q1	$1.9M	Buy	86,300 +1,450	+2%	+$30.5K	1.08%	21
2023 Q4	$1.73M	Buy	+84,850	New	+$1.67M	1.05%	24

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raelipskie Partnership's HDV Position: Q2 2026 in Review

Raelipskie Partnership reduced its iShares Core High Dividend ETF (HDV) stake by 0.28% in Q2 2026, selling an estimated $6.39K and leaving 83,065 shares worth $2.28M. The position accounts for 0.86% of the portfolio, ranked #29.

Raelipskie Partnership first reported a position in HDV in Q4 2023 and has held it in 11 quarters since. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Raelipskie Partnership held 83,065 shares of iShares Core High Dividend ETF worth $2.28M as of Q2 2026.
Raelipskie Partnership sold 235 iShares Core High Dividend ETF shares in Q2 2026, an estimated $6.39K.
iShares Core High Dividend ETF made up 0.86% of Raelipskie Partnership's portfolio in Q2 2026, its #29 holding.
Raelipskie Partnership first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Raelipskie Partnership's 13F filing for Q2 2026, filed 4 Aug 2026.