Shulman DeMeo Asset Management’s iShares Core High Dividend ETF HDV Stock Holding History

Shulman DeMeo Asset 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	$4.48M	Sell	163,436 -6,069	-4%	-$165K	0.84%	11
2026 Q1	$4.6M	Sell	169,505 -1,280	-0.7%	-$34.1K	0.98%	11
2025 Q4	$4.15M	Buy	170,785 +95	+0.1%	+$2.31K	0.94%	10
2025 Q3	$4.18M	Sell	170,690 -155	-0.1%	-$3.75K	0.96%	10
2025 Q2	$4M	Sell	170,845 -440	-0.3%	-$10.1K	0.99%	10
2025 Q1	$4.15M	Sell	171,285 -390	-0.2%	-$9.12K	1.17%	7
2024 Q4	$3.85M	Sell	171,675 -7,265	-4%	-$171K	1.04%	9
2024 Q3	$4.21M	Sell	178,940 -395	-0.2%	-$9.04K	1.03%	10
2024 Q2	$3.9M	Sell	179,335 -1,810	-1%	-$39.4K	1.02%	11
2024 Q1	$3.99M	Sell	181,145 -6,125	-3%	-$129K	1.06%	11
2023 Q4	$3.82M	Sell	187,270 -1,295	-0.7%	-$25.5K	1.08%	11
2023 Q3	$3.73M	Sell	188,565 -1,320	-0.7%	-$27K	1.25%	9
2023 Q2	$3.83M	Sell	189,885 -2,310	-1%	-$46.5K	1.15%	10
2023 Q1	$3.91M	Sell	192,195 -10,900	-5%	-$224K	1.23%	11
2022 Q4	$4.23M	Sell	203,095 -695	-0.3%	-$14.2K	1.41%	9
2022 Q3	$3.72M	Sell	203,790 -1,230	-0.6%	-$24.9K	1.32%	11
2022 Q2	$4.12M	Sell	205,020 -6,900	-3%	-$146K	1.36%	11
2022 Q1	$4.53M	Sell	211,920 -11,675	-5%	-$242K	1.25%	12
2021 Q4	$4.52M	Buy	+223,595	New	+$4.38M	1.18%	12
2021 Q3	–	Sell	-224,265	Closed	-$4.33M	–	104
2021 Q2	$4.33M	Sell	224,265 -1,540	-0.7%	-$29.9K	1.68%	6
2021 Q1	$4.29M	Sell	225,805 -5,690	-2%	-$104K	1.17%	13
2020 Q4	$4.06M	Buy	231,495 +1,840	+0.8%	+$31.2K	1.16%	14
2020 Q3	$3.7M	Buy	229,655 +1,820	+0.8%	+$30.3K	1.23%	12
2020 Q2	$3.7M	Sell	227,835 -3,140	-1%	-$50.7K	1.43%	10
2020 Q1	$3.31M	Sell	230,975 -12,000	-5%	-$212K	1.54%	10
2019 Q4	$4.77M	Buy	242,975 +6,875	+3%	+$131K	1.65%	10
2019 Q3	$4.45M	Sell	236,100 -9,540	-4%	-$179K	1.49%	12
2019 Q2	$4.64M	Sell	245,640 -6,425	-3%	-$121K	1.71%	9
2019 Q1	$4.7M	Buy	252,065 +2,185	+0.9%	+$39.2K	1.79%	9
2018 Q4	$4.22M	Buy	+249,880	New	+$4.44M	2.33%	5

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

Shulman DeMeo Asset Management's HDV Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its iShares Core High Dividend ETF (HDV) stake by 3.6% in Q2 2026, selling an estimated $165K and leaving 163,436 shares worth $4.48M. The position accounts for 0.84% of the portfolio, ranked #11.

Shulman DeMeo Asset Management first reported a position in HDV in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.77M in Q4 2019. 886 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Shulman DeMeo Asset Management held 163,436 shares of iShares Core High Dividend ETF worth $4.48M as of Q2 2026.
Shulman DeMeo Asset Management sold 6,069 iShares Core High Dividend ETF shares in Q2 2026, an estimated $165K.
iShares Core High Dividend ETF made up 0.84% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #11 holding.
Shulman DeMeo Asset Management first reported a position in iShares Core High Dividend ETF in Q4 2018 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's iShares Core High Dividend ETF position peaked at $4.77M in Q4 2019.
886 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.