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

Silverlake 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	$661K	Sell	24,112 -1,013	-4%	-$27.6K	0.13%	199
2026 Q1	$682K	Buy	25,125 +4,175	+20%	+$111K	0.14%	166
2025 Q4	$509K	Buy	20,950 +85	+0.4%	+$2.07K	0.11%	196
2025 Q3	$511K	Buy	20,865 +65	+0.3%	+$1.57K	0.12%	183
2025 Q2	$487K	Buy	+20,800	New	+$479K	0.14%	168
2023 Q2	–	Sell	-11,205	Closed	-$228K	–	230
2023 Q1	$228K	Buy	11,205 +55	+0.5%	+$1.13K	0.14%	178
2022 Q4	$232K	Sell	11,150 -560	-5%	-$11.5K	0.15%	173
2022 Q3	$214K	Buy	+11,710	New	+$237K	0.14%	175

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

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

Silverlake Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 4% in Q2 2026, selling an estimated $27.6K and leaving 24,112 shares worth $661K. The position accounts for 0.13% of the portfolio, ranked #199.

Silverlake Wealth Management first reported a position in HDV in Q3 2022 and has held it in 8 quarters since. The position peaked at $682K in Q1 2026. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Silverlake Wealth Management held 24,112 shares of iShares Core High Dividend ETF worth $661K as of Q2 2026.
Silverlake Wealth Management sold 1,013 iShares Core High Dividend ETF shares in Q2 2026, an estimated $27.6K.
iShares Core High Dividend ETF made up 0.13% of Silverlake Wealth Management's portfolio in Q2 2026, its #199 holding.
Silverlake Wealth Management first reported a position in iShares Core High Dividend ETF in Q3 2022 and has held it in 8 quarters since.
Silverlake Wealth Management's iShares Core High Dividend ETF position peaked at $682K in Q1 2026.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.