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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$934K Buy
+34,082
New +$927K 0.03% 444
2024
Q3
Sell
-9,450
Closed -$205K 786
2024
Q2
$205K Hold
9,450
﹤0.01% 1105
2024
Q1
$208K Buy
+9,450
New +$199K 0.01% 1053

Other funds holding HDV

Simplicity Wealth's HDV Position: Q2 2026 in Review

Simplicity Wealth opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 34,082 shares worth $934K. The stake represents 0.03% of the portfolio and ranks #444 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in HDV as recently as Q2 2024.

Simplicity Wealth first reported a position in HDV in Q1 2024 and has held it in 3 quarters since. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Simplicity Wealth held 34,082 shares of iShares Core High Dividend ETF worth $934K as of Q2 2026.
  • iShares Core High Dividend ETF was a new Simplicity Wealth position in Q2 2026.
  • iShares Core High Dividend ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #444 holding.
  • Simplicity Wealth first reported a position in iShares Core High Dividend ETF in Q1 2024 and has held it in 3 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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