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

True Wealth Design’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
Q3 		$67.4K Hold
2,410
– – 0.02% 409
2026
Q2 		$66.1K Hold
2,410
– – 0.02% 387
2026
Q1 		$65.4K Hold
2,410
– – 0.02% 325
2025
Q4 		$58.6K Hold
2,410
– – 0.02% 297
2025
Q3 		$59K Hold
2,410
– – 0.02% 281
2025
Q2 		$56.5K Sell
2,410
-450
-16% -$10.4K 0.02% 188
2025
Q1 		$69.3K Hold
2,860
– – 0.03% 145
2024
Q4 		$64.2K Hold
2,860
– – 0.02% 124
2024
Q3 		$67.3K Hold
2,860
– – 0.03% 91
2024
Q2 		$62.2K Hold
2,860
– – 0.02% 151
2024
Q1 		$63K Hold
2,860
– – 0.02% 153
2023
Q4 		$58.3K Hold
2,860
– – 0.02% 147
2023
Q3 		$56.6K Hold
2,860
– – 0.02% 144
2023
Q2 		$57.7K Hold
2,860
– – 0.02% 148
2023
Q1 		$58.1K Hold
2,860
– – 0.02% 152
2022
Q4 		$59.6K Buy
+2,860
New +$58.5K 0.03% 142

Other funds holding HDV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
AF
AtlasMark Financial Austin, Texas $204M AUM 16.85% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

True Wealth Design's HDV Position: Q3 2026 in Review

True Wealth Design held its iShares Core High Dividend ETF (HDV) position steady in Q3 2026 at 2,410 shares worth $67.4K. The position accounts for 0.02% of the portfolio, ranked #409.

True Wealth Design first reported a position in HDV in Q4 2022 and has held it in 16 quarters since. The position peaked at $69.3K in Q1 2025. 91 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

  • True Wealth Design held 2,410 shares of iShares Core High Dividend ETF worth $67.4K as of Q3 2026.
  • True Wealth Design left its iShares Core High Dividend ETF share count unchanged in Q3 2026.
  • iShares Core High Dividend ETF made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #409 holding.
  • True Wealth Design first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's iShares Core High Dividend ETF position peaked at $69.3K in Q1 2025.
  • 91 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.