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 Q3	–	Sell	-1	Closed	-$29	–	901
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Retirement Wealth Solutions's HDV Position: Q3 2026 in Review

Retirement Wealth Solutions sold out of iShares Core High Dividend ETF (HDV) in Q3 2026, closing a stake of 1 share — an estimated $29 sold.

Retirement Wealth Solutions first reported a position in HDV in Q4 2024 and held it in 7 quarters. The position peaked at $58.6K in Q2 2025. 539 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Retirement Wealth Solutions reported no remaining iShares Core High Dividend ETF position as of Q3 2026 after selling out during the quarter.
Retirement Wealth Solutions sold 1 iShares Core High Dividend ETF share in Q3 2026, an estimated $29.
Retirement Wealth Solutions first reported a position in iShares Core High Dividend ETF in Q4 2024 and held it in 7 quarters.
Retirement Wealth Solutions's iShares Core High Dividend ETF position peaked at $58.6K in Q2 2025.
539 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.