Retirement Wealth Solutions’s iShares Core High Dividend ETF HDV Stock Holding History

Retirement Wealth Solutions’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	$15	Sell	1 -4	-80%	-$109	﹤0.01%	805
2026 Q1	$71	Sell	5 -2,300	-100%	-$61.2K	﹤0.01%	806
2025 Q4	$56K	Hold	2,305	–	–	0.04%	94
2025 Q3	$56.4K	Sell	2,305 -200	-8%	-$4.83K	0.04%	89
2025 Q2	$58.6K	Buy	2,505 +2,500	+50,000%	+$57.6K	0.04%	81
2025 Q1	$62	Hold	5	–	–	﹤0.01%	412
2024 Q4	$56	Buy	+5	New	+$117	﹤0.01%	420

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

Retirement Wealth Solutions's HDV Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its iShares Core High Dividend ETF (HDV) stake by 80% in Q2 2026, selling an estimated $109 and leaving 1 share worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Retirement Wealth Solutions first reported a position in HDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.6K in Q2 2025. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Retirement Wealth Solutions held 1 share of iShares Core High Dividend ETF worth $15 as of Q2 2026.
Retirement Wealth Solutions sold 4 iShares Core High Dividend ETF shares in Q2 2026, an estimated $109.
iShares Core High Dividend ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #805 holding.
Retirement Wealth Solutions first reported a position in iShares Core High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's iShares Core High Dividend ETF position peaked at $58.6K in Q2 2025.
883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.