SW
HDV

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

SteelPeak Wealth’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
Q1 		– Sell
-433,930
Closed -$10.6M – 606
2025
Q4 		$10.6M Buy
+433,930
New +$10.6M 0.35% 66
2025
Q3 		– Sell
-225,595
Closed -$5.29M – 617
2025
Q2 		$5.29M Buy
+225,595
New +$5.2M 0.21% 94
2025
Q1 		– Sell
-25,000
Closed -$561K – 622
2024
Q4 		$561K Buy
+25,000
New +$587K 0.02% 326
2024
Q1 		– Sell
-276,910
Closed -$5.65M – 503
2023
Q4 		$5.65M Buy
+276,910
New +$5.45M 0.33% 77
2023
Q1 		– Sell
-29,780
Closed -$621K – 414
2022
Q4 		$621K Sell
29,780
-187,790
-86% -$3.84M 0.05% 215
2022
Q3 		$3.97M Sell
217,570
-64,040
-23% -$1.29M 0.3% 75
2022
Q2 		$5.66M Buy
+281,610
New +$5.95M 0.41% 60

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return