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

RWA 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	$215K	Hold	7,855	–	–	﹤0.01%	626
2026 Q1	$213K	Buy	+7,855	New	+$209K	﹤0.01%	602
2025 Q2	–	Sell	-8,330	Closed	-$202K	–	601
2025 Q1	$202K	Buy	+8,330	New	+$195K	﹤0.01%	534
2024 Q4	–	Sell	-8,580	Closed	-$202K	–	575
2024 Q3	$202K	Buy	+8,580	New	+$196K	﹤0.01%	546
2018 Q3	–	Sell	-1,250	Closed	-$21K	–	440
2018 Q2	$21K	Hold	1,250	–	–	﹤0.01%	532
2018 Q1	$21K	Buy	+1,250	New	+$22.1K	﹤0.01%	410

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

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

RWA Wealth Partners held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 7,855 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

RWA Wealth Partners first reported a position in HDV in Q1 2018 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

RWA Wealth Partners held 7,855 shares of iShares Core High Dividend ETF worth $215K as of Q2 2026.
RWA Wealth Partners left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #626 holding.
RWA Wealth Partners first reported a position in iShares Core High Dividend ETF in Q1 2018 and has held it in 6 quarters since.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.