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

ShoreHaven 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	$650K	Sell	23,725 -195	-0.8%	-$5.3K	0.2%	67
2026 Q1	$649K	Buy	+23,920	New	+$637K	0.23%	66
2022 Q4	–	Sell	-177,930	Closed	-$3.25M	–	81
2022 Q3	$3.25M	Buy	+177,930	New	+$3.6M	2.48%	11

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

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

ShoreHaven Wealth Partners reduced its iShares Core High Dividend ETF (HDV) stake by 0.82% in Q2 2026, selling an estimated $5.3K and leaving 23,725 shares worth $650K. The position accounts for 0.2% of the portfolio, ranked #67.

ShoreHaven Wealth Partners first reported a position in HDV in Q3 2022 and has held it in 3 quarters since. The position peaked at $3.25M in Q3 2022. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

ShoreHaven Wealth Partners held 23,725 shares of iShares Core High Dividend ETF worth $650K as of Q2 2026.
ShoreHaven Wealth Partners sold 195 iShares Core High Dividend ETF shares in Q2 2026, an estimated $5.3K.
iShares Core High Dividend ETF made up 0.2% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #67 holding.
ShoreHaven Wealth Partners first reported a position in iShares Core High Dividend ETF in Q3 2022 and has held it in 3 quarters since.
ShoreHaven Wealth Partners's iShares Core High Dividend ETF position peaked at $3.25M in Q3 2022.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.