SWP
HDV

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

Strategic Wealth Partners’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 		$2.42K Buy
88
+53
+151% +$1.44K ﹤0.01% 1174
2026
Q1 		$954 Sell
35
-55
-61% -$1.46K ﹤0.01% 1258
2025
Q4 		$2.19K Buy
+90
New +$2.19K ﹤0.01% 1190
2019
Q4 		– Sell
-755
Closed -$14 – 284
2019
Q3 		$14 Buy
+755
New +$14.2K ﹤0.01% 467

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Wealth Partners's HDV Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares Core High Dividend ETF (HDV) stake by 151% in Q2 2026, buying an estimated $1.44K and bringing the position to 88 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Strategic Wealth Partners first reported a position in HDV in Q3 2019 and has held it in 4 quarters since. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Strategic Wealth Partners held 88 shares of iShares Core High Dividend ETF worth $2.42K as of Q2 2026.
  • Strategic Wealth Partners bought 53 iShares Core High Dividend ETF shares in Q2 2026, an estimated $1.44K.
  • iShares Core High Dividend ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1174 holding.
  • Strategic Wealth Partners first reported a position in iShares Core High Dividend ETF in Q3 2019 and has held it in 4 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.