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	0.34%	66
2025 Q3	–	Sell	-225,595	Closed	-$5.29M	–	617
2025 Q2	$5.29M	Buy	+225,595	New	+$5.2M	0.2%	94
2025 Q1	–	Sell	-25,000	Closed	-$561K	–	621
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 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

SteelPeak Wealth's HDV Position: Q1 2026 in Review

SteelPeak Wealth sold out of iShares Core High Dividend ETF (HDV) in Q1 2026, closing a stake of 433,930 shares — an estimated $10.6M sold.

SteelPeak Wealth first reported a position in HDV in Q2 2022 and held it in 7 quarters. The position peaked at $10.6M in Q4 2025. 865 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

SteelPeak Wealth reported no remaining iShares Core High Dividend ETF position as of Q1 2026 after selling out during the quarter.
SteelPeak Wealth sold 433,930 iShares Core High Dividend ETF shares in Q1 2026, an estimated $10.6M.
SteelPeak Wealth first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 7 quarters.
SteelPeak Wealth's iShares Core High Dividend ETF position peaked at $10.6M in Q4 2025.
865 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.