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

Spire 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	$726K	Hold	26,495	–	–	0.02%	456
2026 Q1	$719K	Sell	26,495 -195	-0.7%	-$5.19K	0.02%	448
2025 Q4	$649K	Buy	26,690 +4,375	+20%	+$106K	0.02%	483
2025 Q3	$546K	Hold	22,315	–	–	0.02%	504
2025 Q2	$523K	Sell	22,315 -1,070	-5%	-$24.7K	0.02%	496
2025 Q1	$566K	Buy	23,385 +5	+0%	+$117	0.02%	534
2024 Q4	$525K	Sell	23,380 -12,270	-34%	-$288K	0.02%	538
2024 Q3	$839K	Buy	35,650 +8,345	+31%	+$191K	0.03%	409
2024 Q2	$594K	Sell	27,305 -210	-0.8%	-$4.57K	0.02%	454
2024 Q1	$607K	Sell	27,515 -390	-1%	-$8.2K	0.01%	478
2023 Q4	$572K	Buy	27,905 +80	+0.3%	+$1.58K	0.02%	487
2023 Q3	$550K	Sell	27,825 -920	-3%	-$18.8K	0.02%	457
2023 Q2	$579K	Sell	28,745 -2,260	-7%	-$45.5K	0.02%	457
2023 Q1	$630K	Sell	31,005 -12,020	-28%	-$247K	0.02%	440
2022 Q4	$897K	Buy	43,025 +3,455	+9%	+$70.7K	0.05%	252
2022 Q3	$722K	Sell	39,570 -57,630	-59%	-$1.16M	0.04%	268
2022 Q2	$1.95M	Buy	97,200 +77,005	+381%	+$1.63M	0.08%	214
2022 Q1	$432K	Sell	20,195 -40	-0.2%	-$830	0.01%	618
2021 Q4	$409K	Buy	20,235 +4,535	+29%	+$88.9K	0.01%	772
2021 Q3	$296K	Buy	15,700 +1,230	+9%	+$23.8K	0.01%	761
2021 Q2	$279K	Sell	14,470 -1,765	-11%	-$34.3K	0.01%	805
2021 Q1	$308K	Buy	+16,235	New	+$296K	0.01%	850

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

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

Spire Wealth Management held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 26,495 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #456.

Spire Wealth Management first reported a position in HDV in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.95M in Q2 2022. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Spire Wealth Management held 26,495 shares of iShares Core High Dividend ETF worth $726K as of Q2 2026.
Spire Wealth Management left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #456 holding.
Spire Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares Core High Dividend ETF position peaked at $1.95M in Q2 2022.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.