Tyler-Stone Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Tyler-Stone 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
2025 Q2	$421K	Buy	17,950 +3,015	+20%	+$69.5K	0.07%	214
2025 Q1	$362K	Buy	14,935 +15	+0.1%	+$351	0.06%	220
2024 Q4	$335K	Buy	14,920 +20	+0.1%	+$470	0.06%	238
2024 Q3	$351K	Buy	14,900 +7,460	+100%	+$171K	0.07%	227
2024 Q2	$162K	Buy	7,440 +10	+0.1%	+$218	0.07%	218
2024 Q1	$164K	Buy	7,430 +955	+15%	+$20.1K	0.07%	213
2023 Q4	$132K	Buy	6,475 +5,025	+347%	+$99K	0.07%	227
2023 Q3	$29K	Hold	1,450	–	–	0.02%	420
2023 Q2	$29K	Buy	+1,450	New	+$29.2K	0.02%	429
2022 Q4	$30K	Hold	1,450	–	–	0.02%	392
2022 Q3	$26K	Hold	1,450	–	–	0.02%	392
2022 Q2	$29K	Hold	1,450	–	–	0.02%	394
2022 Q1	$31K	Hold	1,450	–	–	0.02%	411
2021 Q4	$29K	Buy	+1,450	New	+$28.4K	0.02%	440

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Tyler-Stone Wealth Management's HDV Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares Core High Dividend ETF (HDV) stake by 20% in Q2 2025, buying an estimated $69.5K and bringing the position to 17,950 shares worth $421K. The position accounts for 0.07% of the portfolio, ranked #214.

Tyler-Stone Wealth Management first reported a position in HDV in Q4 2021 and has held it in 14 quarters since. 756 funds tracked by Wall St. Rank hold HDV as of Q2 2025.

Tyler-Stone Wealth Management held 17,950 shares of iShares Core High Dividend ETF worth $421K as of Q2 2025.
Tyler-Stone Wealth Management bought 3,015 iShares Core High Dividend ETF shares in Q2 2025, an estimated $69.5K.
iShares Core High Dividend ETF made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #214 holding.
Tyler-Stone Wealth Management first reported a position in iShares Core High Dividend ETF in Q4 2021 and has held it in 14 quarters since.
756 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.