Ridgecrest Wealth Partners’s iShares Core High Dividend ETF HDV Stock Holding History

Ridgecrest Wealth Partners’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	$2.61M	Sell	95,357 -1,028	-1%	-$28K	1.26%	19
2026 Q1	$2.62M	Buy	96,385 +11,780	+14%	+$314K	1.44%	15
2025 Q4	$2.06M	Sell	84,605 -16,785	-17%	-$408K	1.12%	20
2025 Q3	$2.48M	Buy	101,390 +1,195	+1%	+$28.9K	1.12%	18
2025 Q2	$2.35M	Buy	100,195 +4,875	+5%	+$112K	1.24%	18
2025 Q1	$2.31M	Buy	95,320 +28,440	+43%	+$665K	1.21%	19
2024 Q4	$1.5M	Buy	66,880 +1,095	+2%	+$25.7K	0.81%	26
2024 Q3	$1.55M	Sell	65,785 -3,000	-4%	-$68.7K	0.81%	25
2024 Q2	$1.5M	Sell	68,785 -1,140	-2%	-$24.8K	0.9%	24
2024 Q1	$1.54M	Hold	69,925	–	–	0.92%	24
2023 Q4	$1.43M	Sell	69,925 -1,050	-1%	-$20.7K	0.94%	24
2023 Q3	$1.4M	Sell	70,975 -11,650	-14%	-$238K	0.98%	24
2023 Q2	$1.67M	Hold	82,625	–	–	1.1%	21
2023 Q1	$1.68M	Sell	82,625 -1,100	-1%	-$22.6K	1.2%	21
2022 Q4	$1.75M	Buy	83,725 +13,400	+19%	+$274K	1.33%	20
2022 Q3	$1.28M	Hold	70,325	–	–	1.05%	24
2022 Q2	$1.41M	Hold	70,325	–	–	1.03%	25
2022 Q1	$1.5M	Buy	70,325 +50	+0.1%	+$1.04K	0.95%	28
2021 Q4	$1.42M	Sell	70,275 -925	-1%	-$18.1K	0.69%	35
2021 Q3	$1.34M	Sell	71,200 -1,885	-3%	-$36.5K	0.73%	34
2021 Q2	$1.41M	Buy	73,085 +15,405	+27%	+$299K	0.88%	31
2021 Q1	$1.09M	Buy	+57,680	New	+$1.05M	1.04%	30

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

Ridgecrest Wealth Partners's HDV Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its iShares Core High Dividend ETF (HDV) stake by 1.1% in Q2 2026, selling an estimated $28K and leaving 95,357 shares worth $2.61M. The position accounts for 1.26% of the portfolio, ranked #19.

Ridgecrest Wealth Partners first reported a position in HDV in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.62M in Q1 2026. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Ridgecrest Wealth Partners held 95,357 shares of iShares Core High Dividend ETF worth $2.61M as of Q2 2026.
Ridgecrest Wealth Partners sold 1,028 iShares Core High Dividend ETF shares in Q2 2026, an estimated $28K.
iShares Core High Dividend ETF made up 1.26% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #19 holding.
Ridgecrest Wealth Partners first reported a position in iShares Core High Dividend ETF in Q1 2021 and has held it in 22 quarters since.
Ridgecrest Wealth Partners's iShares Core High Dividend ETF position peaked at $2.62M in Q1 2026.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.