Shira Ridge Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Shira Ridge Wealth Management’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	$341K	Sell	12,444 -736	-6%	-$20K	0.12%	62
2026 Q1	$358K	Hold	13,180	–	–	0.14%	58
2025 Q4	$321K	Sell	13,180 -980	-7%	-$23.8K	0.13%	63
2025 Q3	$347K	Sell	14,160 -2,020	-12%	-$48.8K	0.15%	63
2025 Q2	$379K	Sell	16,180 -1,635	-9%	-$37.7K	0.17%	54
2025 Q1	$432K	Sell	17,815 -740	-4%	-$17.3K	0.22%	52
2024 Q4	$417K	Sell	18,555 -10,990	-37%	-$258K	0.2%	53
2024 Q3	$695K	Sell	29,545 -54,225	-65%	-$1.24M	0.35%	45
2024 Q2	$1.82M	Sell	83,770 -13,865	-14%	-$302K	1.01%	23
2024 Q1	$2.15M	Sell	97,635 -94,110	-49%	-$1.98M	1.23%	23
2023 Q4	$3.91M	Sell	191,745 -248,840	-56%	-$4.9M	2.35%	11
2023 Q3	$8.71M	Sell	440,585 -29,250	-6%	-$599K	5.73%	4
2023 Q2	$9.47M	Buy	469,835 +19,180	+4%	+$386K	5.94%	4
2023 Q1	$9.16M	Buy	450,655 +39,750	+10%	+$816K	6.05%	4
2022 Q4	$8.57M	Buy	+410,905	New	+$8.41M	5.9%	3

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

Shira Ridge Wealth Management's HDV Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 5.6% in Q2 2026, selling an estimated $20K and leaving 12,444 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #62.

Shira Ridge Wealth Management first reported a position in HDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.47M in Q2 2023. 887 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Shira Ridge Wealth Management held 12,444 shares of iShares Core High Dividend ETF worth $341K as of Q2 2026.
Shira Ridge Wealth Management sold 736 iShares Core High Dividend ETF shares in Q2 2026, an estimated $20K.
iShares Core High Dividend ETF made up 0.12% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #62 holding.
Shira Ridge Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Shira Ridge Wealth Management's iShares Core High Dividend ETF position peaked at $9.47M in Q2 2023.
887 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.