RCS
HDV

Retirement Capital Strategies’s iShares Core High Dividend ETF HDV Stock Holding History

Retirement Capital Strategies’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
Q2 		– Sell
-165,915
Closed -$4.02M – 72
2025
Q1 		$4.02M Buy
+165,915
New +$3.88M 1.57% 19

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Retirement Capital Strategies's HDV Position: Q2 2025 in Review

Retirement Capital Strategies sold out of iShares Core High Dividend ETF (HDV) in Q2 2025, closing a stake of 165,915 shares — an estimated $4.02M sold.

Retirement Capital Strategies first reported a position in HDV in Q1 2025 and held it in 1 quarter. The position peaked at $4.02M in Q1 2025. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

  • Retirement Capital Strategies reported no remaining iShares Core High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Retirement Capital Strategies sold 165,915 iShares Core High Dividend ETF shares in Q2 2025, an estimated $4.02M.
  • Retirement Capital Strategies first reported a position in iShares Core High Dividend ETF in Q1 2025 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares Core High Dividend ETF position peaked at $4.02M in Q1 2025.
  • 756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Retirement Capital Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.