Resources Management Corp’s iShares Core High Dividend ETF HDV Stock Holding History

Resources Management Corp’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	–	Sell	-50	Closed	-$1K	–	262
2026 Q1	$1K	Hold	50	–	–	﹤0.01%	389
2025 Q4	$1K	Sell	50 -50	-50%	-$1.22K	﹤0.01%	409
2025 Q3	$2K	Hold	100	–	–	﹤0.01%	387
2025 Q2	$2K	Hold	100	–	–	﹤0.01%	394
2025 Q1	$2K	Hold	100	–	–	﹤0.01%	394
2024 Q4	$2K	Sell	100 -250	-71%	-$5.87K	﹤0.01%	397
2024 Q3	$8K	Hold	350	–	–	﹤0.01%	378
2024 Q2	$8K	Hold	350	–	–	﹤0.01%	364
2024 Q1	$8K	Hold	350	–	–	﹤0.01%	371
2023 Q4	$7K	Sell	350 -50	-13%	-$985	﹤0.01%	373
2023 Q3	$8K	Hold	400	–	–	﹤0.01%	374
2023 Q2	$8K	Sell	400 -25,555	-98%	-$514K	﹤0.01%	376
2023 Q1	$1.49M	Buy	25,955 +25,505	+5,668%	+$524K	0.24%	80
2022 Q4	$9K	Hold	450	–	–	﹤0.01%	379
2022 Q3	$8K	Hold	450	–	–	﹤0.01%	399
2022 Q2	$9K	Hold	450	–	–	﹤0.01%	408
2022 Q1	$10K	Hold	450	–	–	﹤0.01%	404
2021 Q4	$9K	Buy	450 +200	+80%	+$3.92K	﹤0.01%	428
2021 Q3	$5K	Hold	250	–	–	﹤0.01%	432
2021 Q2	$5K	Hold	250	–	–	﹤0.01%	443
2021 Q1	$5K	Hold	250	–	–	﹤0.01%	444
2020 Q4	$4K	Hold	250	–	–	﹤0.01%	449
2020 Q3	$4K	Hold	250	–	–	﹤0.01%	402
2020 Q2	$4K	Hold	250	–	–	﹤0.01%	426
2020 Q1	$4K	Hold	250	–	–	﹤0.01%	424
2019 Q4	$5K	Hold	250	–	–	﹤0.01%	417
2019 Q3	$5K	Buy	+250	New	+$4.7K	﹤0.01%	446
2018 Q4	$4K	Hold	250	–	–	﹤0.01%	443
2018 Q3	$4K	Buy	+250	New	+$4.43K	﹤0.01%	418

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

Resources Management Corp's HDV Position: Q2 2026 in Review

Resources Management Corp sold out of iShares Core High Dividend ETF (HDV) in Q2 2026, closing a stake of 50 shares — an estimated $1K sold.

Resources Management Corp first reported a position in HDV in Q3 2018 and held it in 29 quarters. The position peaked at $1.49M in Q1 2023. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Resources Management Corp reported no remaining iShares Core High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 50 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1K.
Resources Management Corp first reported a position in iShares Core High Dividend ETF in Q3 2018 and held it in 29 quarters.
Resources Management Corp's iShares Core High Dividend ETF position peaked at $1.49M in Q1 2023.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.