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

SHP 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 Q1	$788K	Sell	29,015 -1,285	-4%	-$34.2K	0.06%	111
2025 Q4	$737K	Buy	+30,300	New	+$737K	0.06%	105

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SHP Wealth Management's HDV Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 4.2% in Q1 2026, selling an estimated $34.2K and leaving 29,015 shares worth $788K. The position accounts for 0.06% of the portfolio, ranked #111.

SHP Wealth Management first reported a position in HDV in Q4 2025 and has held it in 2 quarters since. 859 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

SHP Wealth Management held 29,015 shares of iShares Core High Dividend ETF worth $788K as of Q1 2026.
SHP Wealth Management sold 1,285 iShares Core High Dividend ETF shares in Q1 2026, an estimated $34.2K.
iShares Core High Dividend ETF made up 0.06% of SHP Wealth Management's portfolio in Q1 2026, its #111 holding.
SHP Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 2 quarters since.
859 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.