SWM
HDV

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
Q2 		$819K Buy
29,891
+876
+3% +$23.8K 0.06% 121
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SHP Wealth Management's HDV Position: Q2 2026 in Review

SHP Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 3% in Q2 2026, buying an estimated $23.8K and bringing the position to 29,891 shares worth $819K. The position accounts for 0.06% of the portfolio, ranked #121.

SHP Wealth Management first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • SHP Wealth Management held 29,891 shares of iShares Core High Dividend ETF worth $819K as of Q2 2026.
  • SHP Wealth Management bought 876 iShares Core High Dividend ETF shares in Q2 2026, an estimated $23.8K.
  • iShares Core High Dividend ETF made up 0.06% of SHP Wealth Management's portfolio in Q2 2026, its #121 holding.
  • SHP Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.