UWM
HDV

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

Urban 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
2026
Q2 		$412K Sell
15,020
-375
-2% -$10.2K 0.36% 61
2026
Q1 		$418K Hold
15,395
– – 0.43% 47
2025
Q4 		$374K Buy
+15,395
New +$374K 0.35% 59
2022
Q2 		$498K Buy
+24,775
New +$523K 1.68% 15

Other funds holding HDV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Urban Wealth Management's HDV Position: Q2 2026 in Review

Urban Wealth Management reduced its iShares Core High Dividend ETF (HDV) stake by 2.4% in Q2 2026, selling an estimated $10.2K and leaving 15,020 shares worth $412K. The position accounts for 0.36% of the portfolio, ranked #61.

Urban Wealth Management first reported a position in HDV in Q2 2022 and has held it in 4 quarters since. The position peaked at $498K in Q2 2022. 408 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Urban Wealth Management held 15,020 shares of iShares Core High Dividend ETF worth $412K as of Q2 2026.
  • Urban Wealth Management sold 375 iShares Core High Dividend ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Core High Dividend ETF made up 0.36% of Urban Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Urban Wealth Management first reported a position in iShares Core High Dividend ETF in Q2 2022 and has held it in 4 quarters since.
  • Urban Wealth Management's iShares Core High Dividend ETF position peaked at $498K in Q2 2022.
  • 408 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.